Focus Partners Wealth
VRT icon

Focus Partners Wealth’s Vertiv VRT Stock Holding History

Focus Partners Wealth’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 		$40.8M Buy
121,953
+10,219
+9% +$3.24M 0.04% 353
2026
Q1 		$28.1M Buy
111,734
+62,159
+125% +$13.8M 0.03% 422
2025
Q4 		$8M Buy
49,575
+3,456
+7% +$600K 0.01% 778
2025
Q3 		$6.96M Buy
46,119
+14,061
+44% +$1.88M 0.01% 659
2025
Q2 		$4.12M Sell
32,058
-2,862
-8% -$278K 0.01% 733
2025
Q1 		$2.52M Buy
34,920
+4,359
+14% +$464K 0.01% 794
2024
Q4 		$3.47M Buy
30,561
+25,331
+484% +$3.01M 0.01% 712
2024
Q3 		$520K Sell
5,230
-3,156
-38% -$262K ﹤0.01% 1136
2024
Q2 		$726K Buy
+8,386
New +$763K ﹤0.01% 869

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

Focus Partners Wealth's VRT Position: Q2 2026 in Review

Focus Partners Wealth increased its Vertiv (VRT) stake by 9.1% in Q2 2026, buying an estimated $3.24M and bringing the position to 121,953 shares worth $40.8M. The position accounts for 0.04% of the portfolio, ranked #353.

Focus Partners Wealth first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Focus Partners Wealth held 121,953 shares of Vertiv worth $40.8M as of Q2 2026.
  • Focus Partners Wealth bought 10,219 Vertiv shares in Q2 2026, an estimated $3.24M.
  • Vertiv made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #353 holding.
  • Focus Partners Wealth first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.