FWP
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Forefront Wealth Partners’s Vertiv VRT Stock Holding History

Forefront Wealth Partners’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 		$784K Sell
3,130
-1,818
-37% -$404K 0.33% 67
2025
Q4 		$802K Buy
4,948
+162
+3% +$28.1K 0.38% 60
2025
Q3 		$722K Buy
+4,786
New +$638K 0.18% 102
2025
Q2 		– Sell
-3,758
Closed -$271K – 135
2025
Q1 		$271K Buy
+3,758
New +$400K 0.18% 97

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forefront Wealth Partners's VRT Position: Q1 2026 in Review

Forefront Wealth Partners reduced its Vertiv (VRT) stake by 37% in Q1 2026, selling an estimated $404K and leaving 3,130 shares worth $784K. The position accounts for 0.33% of the portfolio, ranked #67.

Forefront Wealth Partners first reported a position in VRT in Q1 2025 and has held it in 4 quarters since. The position peaked at $802K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Forefront Wealth Partners held 3,130 shares of Vertiv worth $784K as of Q1 2026.
  • Forefront Wealth Partners sold 1,818 Vertiv shares in Q1 2026, an estimated $404K.
  • Vertiv made up 0.33% of Forefront Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Forefront Wealth Partners first reported a position in Vertiv in Q1 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's Vertiv position peaked at $802K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.