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Forum Financial Management’s Vertiv VRT Stock Holding History

Forum Financial Management’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 		– Sell
-3,141
Closed -$509K – 977
2025
Q4 		$509K Buy
3,141
+604
+24% +$105K 0.01% 463
2025
Q3 		$383K Buy
2,537
+496
+24% +$66.2K 0.01% 594
2025
Q2 		$262K Sell
2,041
-811
-28% -$78.9K ﹤0.01% 745
2025
Q1 		$206K Buy
2,852
+147
+5% +$15.6K ﹤0.01% 805
2024
Q4 		$307K Buy
+2,705
New +$321K 0.01% 600

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's VRT Position: Q1 2026 in Review

Forum Financial Management sold out of Vertiv (VRT) in Q1 2026, closing a stake of 3,141 shares — an estimated $509K sold.

Forum Financial Management first reported a position in VRT in Q4 2024 and held it in 5 quarters. The position peaked at $509K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Forum Financial Management reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,141 Vertiv shares in Q1 2026, an estimated $509K.
  • Forum Financial Management first reported a position in Vertiv in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Vertiv position peaked at $509K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.