Fiduciary Financial Group
VRT icon

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
Q3 		$465K Buy
1,926
+51
+3% +$13.9K 0.05% 216
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiduciary Financial Group's VRT Position: Q3 2026 in Review

Fiduciary Financial Group increased its Vertiv (VRT) stake by 2.7% in Q3 2026, buying an estimated $13.9K and bringing the position to 1,926 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #216.

Fiduciary Financial Group first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $706K in Q1 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Fiduciary Financial Group held 1,926 shares of Vertiv worth $465K as of Q3 2026.
  • Fiduciary Financial Group bought 51 Vertiv shares in Q3 2026, an estimated $13.9K.
  • Vertiv made up 0.05% of Fiduciary Financial Group's portfolio in Q3 2026, its #216 holding.
  • Fiduciary Financial Group first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Fiduciary Financial Group's Vertiv position peaked at $706K in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.