FPF
VRT icon

First Pacific Financial’s Vertiv VRT Stock Holding History

First Pacific Financial’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 		– Sell
-2
Closed -$502 – 700
2026
Q1 		$502 Buy
+2
New +$444 ﹤0.01% 597
2024
Q4 		– Sell
-33
Closed -$3.28K – 441
2024
Q3 		$3.28K Buy
33
+7
+27% +$580 ﹤0.01% 343
2024
Q2 		$2.25K Buy
26
+15
+136% +$1.37K ﹤0.01% 351
2024
Q1 		$899 Buy
11
+3
+38% +$189 ﹤0.01% 393
2023
Q4 		$385 Buy
+8
New +$341 ﹤0.01% 373

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

First Pacific Financial's VRT Position: Q2 2026 in Review

First Pacific Financial sold out of Vertiv (VRT) in Q2 2026, closing a stake of 2 shares — an estimated $502 sold.

First Pacific Financial first reported a position in VRT in Q4 2023 and held it in 5 quarters. The position peaked at $3.28K in Q3 2024. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • First Pacific Financial reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 2 Vertiv shares in Q2 2026, an estimated $502.
  • First Pacific Financial first reported a position in Vertiv in Q4 2023 and held it in 5 quarters.
  • First Pacific Financial's Vertiv position peaked at $3.28K in Q3 2024.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.