FDx Advisors
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FDx Advisors’s Vertiv VRT Stock Holding History

FDx Advisors’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
Q3 		$289K Sell
1,199
-121
-9% -$33K 0.09% 130
2026
Q2 		$442K Sell
1,320
-773
-37% -$245K 0.13% 100
2026
Q1 		$524K Buy
+2,093
New +$465K 0.17% 91
2025
Q4 		– Sell
-3,473
Closed -$670K – 178
2025
Q3 		$670K Sell
3,473
-2,651
-43% -$354K 0.2% 78
2025
Q2 		$786K Sell
6,124
-195
-3% -$19K 0.24% 72
2025
Q1 		$456K Buy
6,319
+2,712
+75% +$289K 0.15% 95
2024
Q4 		$410K Sell
3,607
-60
-2% -$7.12K 0.12% 111
2024
Q3 		$365K Buy
3,667
+982
+37% +$81.4K 0.1% 125
2024
Q2 		$232K Sell
2,685
-235
-8% -$21.4K 0.06% 179
2024
Q1 		$238K Buy
+2,920
New +$183K 0.04% 320
2022
Q3 		– Sell
-29,068
Closed -$239K – 814
2022
Q2 		$239K Buy
29,068
+204
+0.7% +$2.31K 0.01% 714
2022
Q1 		$404K Buy
28,864
+12,464
+76% +$222K 0.01% 561
2021
Q4 		$410K Buy
+16,400
New +$410K 0.01% 597

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

FDx Advisors's VRT Position: Q3 2026 in Review

FDx Advisors reduced its Vertiv (VRT) stake by 9.2% in Q3 2026, selling an estimated $33K and leaving 1,199 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #130.

FDx Advisors first reported a position in VRT in Q4 2021 and has held it in 13 quarters since. The position peaked at $786K in Q2 2025. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • FDx Advisors held 1,199 shares of Vertiv worth $289K as of Q3 2026.
  • FDx Advisors sold 121 Vertiv shares in Q3 2026, an estimated $33K.
  • Vertiv made up 0.09% of FDx Advisors's portfolio in Q3 2026, its #130 holding.
  • FDx Advisors first reported a position in Vertiv in Q4 2021 and has held it in 13 quarters since.
  • FDx Advisors's Vertiv position peaked at $786K in Q2 2025.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on FDx Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.