FMI
VRT icon

F/M Investments’s Vertiv VRT Stock Holding History

F/M Investments’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 		$1.21M Buy
3,608
+1,632
+83% +$518K 0.06% 167
2026
Q1 		$495K Sell
1,976
-22,549
-92% -$5.01M 0.03% 234
2025
Q4 		$3.97M Buy
24,525
+23,026
+1,536% +$4M 0.15% 167
2025
Q3 		$226K Buy
+1,499
New +$200K 0.01% 394

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

F/M Investments's VRT Position: Q2 2026 in Review

F/M Investments increased its Vertiv (VRT) stake by 83% in Q2 2026, buying an estimated $518K and bringing the position to 3,608 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #167.

F/M Investments first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.97M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • F/M Investments held 3,608 shares of Vertiv worth $1.21M as of Q2 2026.
  • F/M Investments bought 1,632 Vertiv shares in Q2 2026, an estimated $518K.
  • Vertiv made up 0.06% of F/M Investments's portfolio in Q2 2026, its #167 holding.
  • F/M Investments first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • F/M Investments's Vertiv position peaked at $3.97M in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.