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Finivi Inc’s Vertiv VRT Stock Holding History

Finivi Inc’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 		$3.26M Sell
9,746
-3,797
-28% -$1.2M 1.67% 20
2026
Q1 		$3.39M Buy
13,543
+1,279
+10% +$284K 1.85% 19
2025
Q4 		$1.99M Sell
12,264
-1,440
-11% -$250K 1.15% 26
2025
Q3 		$2.07M Buy
13,704
+113
+0.8% +$15.1K 1.32% 27
2025
Q2 		$1.75M Buy
13,591
+538
+4% +$52.3K 1.18% 27
2025
Q1 		$942K Buy
13,053
+558
+4% +$59.4K 0.76% 34
2024
Q4 		$1.42M Buy
12,495
+732
+6% +$86.9K 1.13% 29
2024
Q3 		$1.17M Buy
11,763
+383
+3% +$31.7K 0.95% 31
2024
Q2 		$985K Buy
+11,380
New +$1.04M 0.82% 36

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

Finivi Inc's VRT Position: Q2 2026 in Review

Finivi Inc reduced its Vertiv (VRT) stake by 28% in Q2 2026, selling an estimated $1.2M and leaving 9,746 shares worth $3.26M. The position accounts for 1.67% of the portfolio, ranked #20.

Finivi Inc first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.39M in Q1 2026. 2,017 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Finivi Inc held 9,746 shares of Vertiv worth $3.26M as of Q2 2026.
  • Finivi Inc sold 3,797 Vertiv shares in Q2 2026, an estimated $1.2M.
  • Vertiv made up 1.67% of Finivi Inc's portfolio in Q2 2026, its #20 holding.
  • Finivi Inc first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • Finivi Inc's Vertiv position peaked at $3.39M in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.