Fiduciary Trust’s Vertiv VRT Stock Holding History

Fiduciary Trust’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	$1.26M	Buy	5,046 +236	+5%	+$52.4K	0.02%	374
2025 Q4	$779K	Hold	4,810	–	–	0.01%	468
2025 Q3	$726K	Buy	4,810 +69	+1%	+$9.2K	0.01%	485
2025 Q2	$609K	Buy	+4,741	New	+$461K	0.01%	501

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 Trust's VRT Position: Q1 2026 in Review

Fiduciary Trust increased its Vertiv (VRT) stake by 4.9% in Q1 2026, buying an estimated $52.4K and bringing the position to 5,046 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #374.

Fiduciary Trust first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Fiduciary Trust held 5,046 shares of Vertiv worth $1.26M as of Q1 2026.
Fiduciary Trust bought 236 Vertiv shares in Q1 2026, an estimated $52.4K.
Vertiv made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #374 holding.
Fiduciary Trust first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.