Formidable Asset Management’s Vertiv VRT Stock Holding History

Formidable Asset Management’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	$2.25M	Buy	8,964 +172	+2%	+$54.5K	0.36%	51
2026 Q1	$1.42M	Sell	8,792 -158	-2%	-$35.1K	0.22%	87
2025 Q4	$1.35M	Sell	8,950 -334	-4%	-$58K	0.2%	97
2025 Q3	$1.19M	Buy	+9,284	New	+$1.24M	0.19%	104
2024 Q4	–	Sell	-3,267	Closed	-$325K	–	396
2024 Q3	$325K	Sell	3,267 -561	-15%	-$46.5K	0.05%	279
2024 Q2	$331K	Buy	+3,828	New	+$349K	0.05%	291

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

Formidable Asset Management's VRT Position: Q2 2026 in Review

Formidable Asset Management increased its Vertiv (VRT) stake by 2% in Q2 2026, buying an estimated $54.5K and bringing the position to 8,964 shares worth $2.25M. The position accounts for 0.36% of the portfolio, ranked #51.

Formidable Asset Management first reported a position in VRT in Q2 2024 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Formidable Asset Management held 8,964 shares of Vertiv worth $2.25M as of Q2 2026.
Formidable Asset Management bought 172 Vertiv shares in Q2 2026, an estimated $54.5K.
Vertiv made up 0.36% of Formidable Asset Management's portfolio in Q2 2026, its #51 holding.
Formidable Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.