FAG
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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
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

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

Fortitude Advisory Group's VRT Position: Q1 2026 in Review

Fortitude Advisory Group increased its Vertiv (VRT) stake by 70% in Q1 2026, buying an estimated $578K and bringing the position to 6,302 shares worth $1.58M. The position accounts for 0.71% of the portfolio, ranked #25.

Fortitude Advisory Group first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Fortitude Advisory Group held 6,302 shares of Vertiv worth $1.58M as of Q1 2026.
  • Fortitude Advisory Group bought 2,605 Vertiv shares in Q1 2026, an estimated $578K.
  • Vertiv made up 0.71% of Fortitude Advisory Group's portfolio in Q1 2026, its #25 holding.
  • Fortitude Advisory Group first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.