Fiduciary Alliance’s Vertiv VRT Stock Holding History

Fiduciary Alliance’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	–	Sell	-1,279	Closed	-$207K	–	573
2025 Q4	$207K	Buy	+1,279	New	+$222K	0.01%	486

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Alliance's VRT Position: Q1 2026 in Review

Fiduciary Alliance sold out of Vertiv (VRT) in Q1 2026, closing a stake of 1,279 shares — an estimated $207K sold.

Fiduciary Alliance first reported a position in VRT in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Fiduciary Alliance reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Fiduciary Alliance sold 1,279 Vertiv shares in Q1 2026, an estimated $207K.
Fiduciary Alliance first reported a position in Vertiv in Q4 2025 and held it in 1 quarter.
Fiduciary Alliance's Vertiv position peaked at $207K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.