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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FDx Advisors's VRT Position: Q2 2026 in Review

FDx Advisors reduced its Vertiv (VRT) stake by 37% in Q2 2026, selling an estimated $245K and leaving 1,320 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #100.

FDx Advisors first reported a position in VRT in Q4 2021 and has held it in 12 quarters since. The position peaked at $786K in Q2 2025. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

FDx Advisors held 1,320 shares of Vertiv worth $442K as of Q2 2026.
FDx Advisors sold 773 Vertiv shares in Q2 2026, an estimated $245K.
Vertiv made up 0.13% of FDx Advisors's portfolio in Q2 2026, its #100 holding.
FDx Advisors first reported a position in Vertiv in Q4 2021 and has held it in 12 quarters since.
FDx Advisors's Vertiv position peaked at $786K in Q2 2025.
2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.