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Fortis Group Advisors’s Vertiv VRT Stock Holding History

Fortis Group 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 		$224K Sell
670
-494
-42% -$157K 0.04% 253
2026
Q1 		$382K Buy
1,164
+39
+3% +$8.66K 0.06% 204
2025
Q4 		$209K Buy
1,125
+78
+7% +$13.5K 0.04% 269
2025
Q3 		$202K Buy
+1,047
New +$140K 0.03% 228

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

Fortis Group Advisors's VRT Position: Q2 2026 in Review

Fortis Group Advisors reduced its Vertiv (VRT) stake by 42% in Q2 2026, selling an estimated $157K and leaving 670 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #253.

Fortis Group Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $382K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fortis Group Advisors held 670 shares of Vertiv worth $224K as of Q2 2026.
  • Fortis Group Advisors sold 494 Vertiv shares in Q2 2026, an estimated $157K.
  • Vertiv made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #253 holding.
  • Fortis Group Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Fortis Group Advisors's Vertiv position peaked at $382K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.