Financial Network Wealth Advisors
VRT icon

Financial Network Wealth Advisors’s Vertiv VRT Stock Holding History

Financial Network Wealth Advisors’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 		$2.41K Buy
10
+6
+150% +$1.64K ﹤0.01% 699
2026
Q2 		$1.34K Buy
4
+1
+33% +$317 ﹤0.01% 764
2026
Q1 		$752 Buy
+3
New +$666 ﹤0.01% 758
2024
Q4 		– Sell
-7
Closed -$696 – 843
2024
Q3 		$696 Buy
+7
New +$580 ﹤0.01% 792

Other funds holding VRT

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
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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Financial Network Wealth Advisors's VRT Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its Vertiv (VRT) stake by 150% in Q3 2026, buying an estimated $1.64K and bringing the position to 10 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Financial Network Wealth Advisors first reported a position in VRT in Q3 2024 and has held it in 4 quarters since. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Financial Network Wealth Advisors held 10 shares of Vertiv worth $2.41K as of Q3 2026.
  • Financial Network Wealth Advisors bought 6 Vertiv shares in Q3 2026, an estimated $1.64K.
  • Vertiv made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #699 holding.
  • Financial Network Wealth Advisors first reported a position in Vertiv in Q3 2024 and has held it in 4 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.