Trinity Financial Advisors »

Vertiv Holdings Llc vertiv holdings shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors 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 Trinity Financial Advisors 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $624k 4.1k 150.86
2025-06-30 $531k 4.1k 128.41

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equity Etf (DFUS)
Owl Rock Capital Corporation (OBDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial Advisors

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