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Financial Partners Group (Kansas)’s Vertiv VRT Stock Holding History

Financial Partners Group (Kansas)’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 		$755K Sell
2,254
-332
-13% -$105K 0.08% 115
2026
Q1 		$648K Sell
2,586
-150
-5% -$33.3K 0.08% 120
2025
Q4 		$509K Sell
2,736
-109
-4% -$18.9K 0.06% 141
2025
Q3 		$429K Sell
2,845
-278
-9% -$37.1K 0.05% 140
2025
Q2 		$401K Buy
+3,123
New +$304K 0.06% 138
2025
Q1 		– Sell
-2,468
Closed -$280K – 197
2024
Q4 		$280K Buy
2,468
+54
+2% +$6.41K 0.04% 145
2024
Q3 		$240K Buy
+2,414
New +$200K 0.04% 168

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 Partners Group (Kansas)'s VRT Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $105K and leaving 2,254 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #115.

Financial Partners Group (Kansas) first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Financial Partners Group (Kansas) held 2,254 shares of Vertiv worth $755K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 332 Vertiv shares in Q2 2026, an estimated $105K.
  • Vertiv made up 0.08% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #115 holding.
  • Financial Partners Group (Kansas) first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.