Focus Financial Network’s Vertiv VRT Stock Holding History

Focus 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 Q2	$2.12M	Sell	6,321 -13,961	-69%	-$4.43M	0.07%	233
2026 Q1	$5.08M	Buy	20,282 +2,769	+16%	+$615K	0.18%	92
2025 Q4	$2.84M	Buy	17,513 +12,166	+228%	+$2.11M	0.1%	162
2025 Q3	$807K	Sell	5,347 -482	-8%	-$64.3K	0.03%	344
2025 Q2	$748K	Buy	5,829 +627	+12%	+$61K	0.03%	346
2025 Q1	$376K	Buy	5,202 +1,910	+58%	+$203K	0.02%	487
2024 Q4	$374K	Buy	3,292 +138	+4%	+$16.4K	0.01%	489
2024 Q3	$314K	Buy	+3,154	New	+$261K	0.01%	534

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Focus Financial Network's VRT Position: Q2 2026 in Review

Focus Financial Network reduced its Vertiv (VRT) stake by 69% in Q2 2026, selling an estimated $4.43M and leaving 6,321 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #233.

Focus Financial Network first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.08M in Q1 2026. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Focus Financial Network held 6,321 shares of Vertiv worth $2.12M as of Q2 2026.
Focus Financial Network sold 13,961 Vertiv shares in Q2 2026, an estimated $4.43M.
Vertiv made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #233 holding.
Focus Financial Network first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Focus Financial Network's Vertiv position peaked at $5.08M in Q1 2026.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.