Sound View Wealth Advisors Group »

Vertiv Holdings Llc vertiv holdings shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 11k 150.86
2025-06-30 $1.3M 10k 128.41
2025-03-31 $845k 12k 72.20
2024-12-31 $1.2M 11k 113.61

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sound View Wealth Advisors Group

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Susquehanna International
Jane Street
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Invesco
Citadel Advisors
Nuveen
UBS Group
Peak6
Wellington Management Company
Jpmorgan Chase & Co

View all funds holding Vertiv Holdings Llc vertiv holdings