Fortitude Advisory Group’s Vertiv VRT Stock Holding History

Fortitude Advisory Group’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 Q3	$833K	Sell	3,453 -2,325	-40%	-$633K	0.32%	65
2026 Q2	$1.93M	Sell	5,778 -524	-8%	-$166K	0.74%	24
2026 Q1	$1.58M	Buy	6,302 +2,605	+70%	+$578K	0.71%	25
2025 Q4	$599K	Buy	3,697 +246	+7%	+$42.7K	0.25%	68
2025 Q3	$521K	Buy	3,451 +164	+5%	+$21.9K	0.28%	79
2025 Q2	$422K	Sell	3,287 -391	-11%	-$38K	0.24%	87
2025 Q1	$264K	Buy	3,678 +120	+3%	+$12.8K	0.19%	130
2024 Q4	$404K	Buy	+3,558	New	+$422K	0.24%	84

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fortitude Advisory Group's VRT Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Vertiv (VRT) stake by 40% in Q3 2026, selling an estimated $633K and leaving 3,453 shares worth $833K. The position accounts for 0.32% of the portfolio, ranked #65.

Fortitude Advisory Group first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Fortitude Advisory Group held 3,453 shares of Vertiv worth $833K as of Q3 2026.
Fortitude Advisory Group sold 2,325 Vertiv shares in Q3 2026, an estimated $633K.
Vertiv made up 0.32% of Fortitude Advisory Group's portfolio in Q3 2026, its #65 holding.
Fortitude Advisory Group first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
Fortitude Advisory Group's Vertiv position peaked at $1.93M in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.