Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
VRT holding history
Vertiv Holdings Co in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VRT overviewAll 13F holders of VRTFull Q3 2025 holdings
- Shares (Q3 2025)
- 2,737
- Value
- $412.9K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 2,737 | $412.9K | <0.1% | +174+6.8% | Added | Holders |
| Q2 2025 | 2,563 | $329.1K | <0.1% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 2,391 | $271.6K | <0.1% | +51+2.2% | Added | Holders |
| Q3 2024 | 2,340 | $232.8K | <0.1% | −474−16.8% | Reduced | Holders |
| Q2 2024 | 2,814 | $243.6K | <0.1% | +2,814 | New | Holders |