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Fort Sheridan Advisors’s Vertiv VRT Stock Holding History

Fort Sheridan Advisors’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 		$1.14M Hold
3,396
– – 0.12% 116
2026
Q1 		$851K Sell
3,396
-14
-0.4% -$3.11K 0.1% 129
2025
Q4 		$552K Sell
3,410
-175
-5% -$30.4K 0.07% 156
2025
Q3 		$541K Sell
3,585
-446
-11% -$59.5K 0.07% 158
2025
Q2 		$518K Buy
4,031
+500
+14% +$48.6K 0.07% 155
2025
Q1 		$255K Sell
3,531
-309
-8% -$32.9K 0.04% 218
2024
Q4 		$436K Buy
3,840
+315
+9% +$37.4K 0.06% 171
2024
Q3 		$351K Hold
3,525
– – 0.05% 186
2024
Q2 		$305K Buy
+3,525
New +$321K 0.05% 188

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

Fort Sheridan Advisors's VRT Position: Q2 2026 in Review

Fort Sheridan Advisors held its Vertiv (VRT) position steady in Q2 2026 at 3,396 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #116.

Fort Sheridan Advisors 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.

  • Fort Sheridan Advisors held 3,396 shares of Vertiv worth $1.14M as of Q2 2026.
  • Fort Sheridan Advisors left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.12% of Fort Sheridan Advisors's portfolio in Q2 2026, its #116 holding.
  • Fort Sheridan Advisors 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 Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.