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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
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

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 Securities's VRT Position: Q2 2026 in Review

Founders Financial Securities reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $127K and leaving 1,963 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #353.

Founders Financial Securities first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $680K in Q1 2026. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Founders Financial Securities held 1,963 shares of Vertiv worth $657K as of Q2 2026.
  • Founders Financial Securities sold 400 Vertiv shares in Q2 2026, an estimated $127K.
  • Vertiv made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #353 holding.
  • Founders Financial Securities first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • Founders Financial Securities's Vertiv position peaked at $680K in Q1 2026.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.