FFA
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Founders Financial Alliance’s Vertiv VRT Stock Holding History

Founders Financial Alliance’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 		$430K Sell
1,283
-193
-13% -$61.2K 0.06% 261
2026
Q1 		$370K Sell
1,476
-50
-3% -$11.1K 0.07% 261
2025
Q4 		$247K Sell
1,526
-97
-6% -$16.8K 0.05% 318
2025
Q3 		$245K Buy
1,623
+2
+0.1% +$267 0.05% 333
2025
Q2 		$208K Buy
+1,621
New +$158K 0.05% 309
2020
Q4 		– Sell
-728
Closed -$13K – 1224
2020
Q3 		$13K Buy
+728
New +$11.4K 0.01% 698

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

Founders Financial Alliance's VRT Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $61.2K and leaving 1,283 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #261.

Founders Financial Alliance first reported a position in VRT in Q3 2020 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Founders Financial Alliance held 1,283 shares of Vertiv worth $430K as of Q2 2026.
  • Founders Financial Alliance sold 193 Vertiv shares in Q2 2026, an estimated $61.2K.
  • Vertiv made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #261 holding.
  • Founders Financial Alliance first reported a position in Vertiv in Q3 2020 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.