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First Affirmative Financial Network’s Vertiv VRT Stock Holding History

First Affirmative Financial Network’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 		$382K Buy
+1,526
New +$339K 0.15% 174

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Affirmative Financial Network's VRT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Vertiv (VRT) in Q1 2026: 1,526 shares worth $382K. The stake represents 0.15% of the portfolio and ranks #174 among its holdings.

1,838 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • First Affirmative Financial Network held 1,526 shares of Vertiv worth $382K as of Q1 2026.
  • Vertiv was a new First Affirmative Financial Network position in Q1 2026.
  • Vertiv made up 0.15% of First Affirmative Financial Network's portfolio in Q1 2026, its #174 holding.
  • 1,838 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.