Founders Financial Securities
VRT icon

Founders Financial Securities’s Vertiv VRT Stock Holding History

Founders Financial Securities’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
Q3 		$705K Buy
2,922
+959
+49% +$261K 0.03% 357
2026
Q2 		$657K Sell
1,963
-400
-17% -$127K 0.03% 353
2026
Q1 		$680K Sell
2,363
-53
-2% -$11.8K 0.04% 329
2025
Q4 		$391K Buy
2,416
+165
+7% +$28.6K 0.02% 427
2025
Q3 		$340K Buy
2,251
+162
+8% +$21.6K 0.02% 407
2025
Q2 		$268K Buy
+2,089
New +$203K 0.02% 437
2025
Q1 		– Sell
-2,207
Closed -$251K – 504
2024
Q4 		$251K Buy
+2,207
New +$262K 0.02% 403

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Founders Financial Securities's VRT Position: Q3 2026 in Review

Founders Financial Securities increased its Vertiv (VRT) stake by 49% in Q3 2026, buying an estimated $261K and bringing the position to 2,922 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #357.

Founders Financial Securities first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Founders Financial Securities held 2,922 shares of Vertiv worth $705K as of Q3 2026.
  • Founders Financial Securities bought 959 Vertiv shares in Q3 2026, an estimated $261K.
  • Vertiv made up 0.03% of Founders Financial Securities's portfolio in Q3 2026, its #357 holding.
  • Founders Financial Securities first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.