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AFT Forsyth & Company’s Vertiv VRT Stock Holding History

AFT Forsyth & Company’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$479K Buy
+1,430
New +$454K 0.23% 69

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AFT Forsyth & Company's VRT Position: Q2 2026 in Review

AFT Forsyth & Company opened a new position in Vertiv (VRT) in Q2 2026: 1,430 shares worth $479K. The stake represents 0.23% of the portfolio and ranks #69 among its holdings.

2,042 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • AFT Forsyth & Company held 1,430 shares of Vertiv worth $479K as of Q2 2026.
  • Vertiv was a new AFT Forsyth & Company position in Q2 2026.
  • Vertiv made up 0.23% of AFT Forsyth & Company's portfolio in Q2 2026, its #69 holding.
  • 2,042 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.