FVWA
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Foster Victor Wealth Advisors’s Vertiv VRT Stock Holding History

Foster Victor Wealth 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 		$495K Sell
1,629
-353
-18% -$112K 0.03% 179
2026
Q1 		$615K Buy
1,982
+359
+22% +$79.7K 0.04% 155
2025
Q4 		$287K Buy
1,623
+1
+0.1% +$174 0.02% 200
2025
Q3 		$260K Buy
+1,622
New +$216K 0.02% 191

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

Foster Victor Wealth Advisors's VRT Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Vertiv (VRT) stake by 18% in Q2 2026, selling an estimated $112K and leaving 1,629 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #179.

Foster Victor Wealth Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $615K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Foster Victor Wealth Advisors held 1,629 shares of Vertiv worth $495K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 353 Vertiv shares in Q2 2026, an estimated $112K.
  • Vertiv made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Foster Victor Wealth Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Foster Victor Wealth Advisors's Vertiv position peaked at $615K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.