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Family Legacy Financial Solutions’s Vertiv VRT Stock Holding History

Family Legacy Financial Solutions’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 		$888K Sell
2,654
-526,865
-99% -$167M 0.54% 24
2026
Q1 		$270K Buy
529,519
+528,517
+52,746% +$117M 0.22% 42
2025
Q4 		$162K Hold
1,002
– – 0.12% 53
2025
Q3 		$151K Buy
1,002
+1
+0.1% +$133 0.12% 57
2025
Q2 		$129K Buy
+1,001
New +$97.3K 0.11% 63

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Family Legacy Financial Solutions's VRT Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Vertiv (VRT) stake by 99% in Q2 2026, selling an estimated $167M and leaving 2,654 shares worth $888K. The position accounts for 0.54% of the portfolio, ranked #24.

Family Legacy Financial Solutions first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Family Legacy Financial Solutions held 2,654 shares of Vertiv worth $888K as of Q2 2026.
  • Family Legacy Financial Solutions sold 526,865 Vertiv shares in Q2 2026, an estimated $167M.
  • Vertiv made up 0.54% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #24 holding.
  • Family Legacy Financial Solutions first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.