FFA
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Fi3 Financial Advisors’s Vertiv VRT Stock Holding History

Fi3 Financial 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
Q1 		$980K Buy
3,911
+429
+12% +$95.2K 0.28% 37
2025
Q4 		$564K Buy
3,482
+84
+2% +$14.6K 0.17% 55
2025
Q3 		$513K Buy
+3,398
New +$453K 0.17% 52

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fi3 Financial Advisors's VRT Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Vertiv (VRT) stake by 12% in Q1 2026, buying an estimated $95.2K and bringing the position to 3,911 shares worth $980K. The position accounts for 0.28% of the portfolio, ranked #37.

Fi3 Financial Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Fi3 Financial Advisors held 3,911 shares of Vertiv worth $980K as of Q1 2026.
  • Fi3 Financial Advisors bought 429 Vertiv shares in Q1 2026, an estimated $95.2K.
  • Vertiv made up 0.28% of Fi3 Financial Advisors's portfolio in Q1 2026, its #37 holding.
  • Fi3 Financial Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.