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Fiduciary Financial Group’s Vertiv VRT Stock Holding History

Fiduciary Financial Group’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 		$628K Sell
1,875
-943
-33% -$299K 0.07% 160
2026
Q1 		$706K Sell
2,818
-555
-16% -$123K 0.09% 136
2025
Q4 		$546K Sell
3,373
-349
-9% -$60.6K 0.08% 153
2025
Q3 		$561K Buy
+3,722
New +$496K 0.09% 137

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Financial Group's VRT Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Vertiv (VRT) stake by 33% in Q2 2026, selling an estimated $299K and leaving 1,875 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #160.

Fiduciary Financial Group first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $706K in Q1 2026. 854 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fiduciary Financial Group held 1,875 shares of Vertiv worth $628K as of Q2 2026.
  • Fiduciary Financial Group sold 943 Vertiv shares in Q2 2026, an estimated $299K.
  • Vertiv made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #160 holding.
  • Fiduciary Financial Group first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's Vertiv position peaked at $706K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.