FFO
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Fiduciary Family Office’s Vertiv VRT Stock Holding History

Fiduciary Family Office’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 		$3.11M Sell
9,292
-922
-9% -$292K 0.78% 22
2026
Q1 		$2.56M Sell
10,214
-78
-0.8% -$17.3K 0.73% 23
2025
Q4 		$1.67M Sell
10,292
-2,250
-18% -$391K 0.48% 39
2025
Q3 		$1.89M Buy
12,542
+2,361
+23% +$315K 0.54% 33
2025
Q2 		$1.31M Buy
10,181
+3,387
+50% +$329K 0.43% 47
2025
Q1 		$491K Buy
+6,794
New +$723K 0.16% 124
2024
Q4 		– Sell
-2,030
Closed -$202K – 251
2024
Q3 		$202K Sell
2,030
-540
-21% -$44.8K 0.07% 201
2024
Q2 		$222K Hold
2,570
– – 0.09% 184
2024
Q1 		$210K Buy
+2,570
New +$161K 0.08% 200

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Family Office's VRT Position: Q2 2026 in Review

Fiduciary Family Office reduced its Vertiv (VRT) stake by 9% in Q2 2026, selling an estimated $292K and leaving 9,292 shares worth $3.11M. The position accounts for 0.78% of the portfolio, ranked #22.

Fiduciary Family Office first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fiduciary Family Office held 9,292 shares of Vertiv worth $3.11M as of Q2 2026.
  • Fiduciary Family Office sold 922 Vertiv shares in Q2 2026, an estimated $292K.
  • Vertiv made up 0.78% of Fiduciary Family Office's portfolio in Q2 2026, its #22 holding.
  • Fiduciary Family Office first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.