FFO
VRT icon

Fortitude Family Office’s Vertiv VRT Stock Holding History

Fortitude Family Office’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 		$139K Buy
415
+185
+80% +$58.7K 0.03% 161
2026
Q1 		$57.6K Buy
230
+114
+98% +$25.3K 0.01% 213
2025
Q4 		$18.8K Buy
116
+4
+4% +$694 ﹤0.01% 417
2025
Q3 		$16.9K Buy
112
+10
+10% +$1.33K ﹤0.01% 431
2025
Q2 		$13.1K Buy
102
+69
+209% +$6.71K ﹤0.01% 473
2025
Q1 		$2.38K Hold
33
– – ﹤0.01% 897
2024
Q4 		$3.75K Buy
33
+15
+83% +$1.78K ﹤0.01% 913
2024
Q3 		$1.79K Buy
+18
New +$1.49K ﹤0.01% 1026

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 $3.38T AUM 44.17% 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

Fortitude Family Office's VRT Position: Q2 2026 in Review

Fortitude Family Office increased its Vertiv (VRT) stake by 80% in Q2 2026, buying an estimated $58.7K and bringing the position to 415 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #161.

Fortitude Family Office first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fortitude Family Office held 415 shares of Vertiv worth $139K as of Q2 2026.
  • Fortitude Family Office bought 185 Vertiv shares in Q2 2026, an estimated $58.7K.
  • Vertiv made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #161 holding.
  • Fortitude Family Office first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.