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Vertiv Holdings Llc vertiv holdings shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 16k 185.84
2025-09-30 $2.6M 17k 160.18
2025-06-30 $2.1M 16k 127.23

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Jane Street
Susquehanna International
State Street Corporation
FMR
Geode Capital Management
Invesco
Citadel Advisors
Norges Bank Investment Management
Wellington Management Company
Jpmorgan Chase & Co
Nuveen
UBS Group
American Century Companies

View all funds holding Vertiv Holdings Llc vertiv holdings