Family Wealth Partners’s Vertiv VRT Stock Holding History

Family Wealth Partners’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	$201K	Buy	+600	New	+$190K	0.06%	106

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Family Wealth Partners's VRT Position: Q2 2026 in Review

Family Wealth Partners opened a new position in Vertiv (VRT) in Q2 2026: 600 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Family Wealth Partners held 600 shares of Vertiv worth $201K as of Q2 2026.
Vertiv was a new Family Wealth Partners position in Q2 2026.
Vertiv made up 0.06% of Family Wealth Partners's portfolio in Q2 2026, its #106 holding.
861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.