FMP
VRT icon

Financial Management Professionals’s Vertiv VRT Stock Holding History

Financial Management Professionals’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 		$84.4K Buy
252
+90
+56% +$28.5K 0.01% 238
2026
Q1 		$40.6K Hold
162
– – ﹤0.01% 279
2025
Q4 		$26.2K Sell
162
-4
-2% -$694 ﹤0.01% 345
2025
Q3 		$25K Buy
166
+156
+1,560% +$20.8K ﹤0.01% 354
2025
Q2 		$1.28K Hold
10
– – ﹤0.01% 803
2025
Q1 		$722 Hold
10
– – ﹤0.01% 851
2024
Q4 		$1.14K Buy
+10
New +$1.19K ﹤0.01% 794

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

Financial Management Professionals's VRT Position: Q2 2026 in Review

Financial Management Professionals increased its Vertiv (VRT) stake by 56% in Q2 2026, buying an estimated $28.5K and bringing the position to 252 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #238.

Financial Management Professionals first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Financial Management Professionals held 252 shares of Vertiv worth $84.4K as of Q2 2026.
  • Financial Management Professionals bought 90 Vertiv shares in Q2 2026, an estimated $28.5K.
  • Vertiv made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #238 holding.
  • Financial Management Professionals first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.