FDW
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Fourth Dimension Wealth’s Vertiv VRT Stock Holding History

Fourth Dimension Wealth’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 		$11.7K Buy
35
+5
+17% +$1.59K ﹤0.01% 448
2026
Q1 		$7.52K Hold
30
– – ﹤0.01% 446
2025
Q4 		$4.86K Hold
30
– – ﹤0.01% 485
2025
Q3 		$4.53K Hold
30
– – ﹤0.01% 495
2025
Q2 		$3.85K Sell
30
-300
-91% -$29.2K ﹤0.01% 504
2025
Q1 		$23.8K Sell
330
-200
-38% -$21.3K 0.01% 299
2024
Q4 		$60.2K Buy
+530
New +$62.9K 0.03% 202

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

Fourth Dimension Wealth's VRT Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $1.59K and bringing the position to 35 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Fourth Dimension Wealth first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.2K in Q4 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fourth Dimension Wealth held 35 shares of Vertiv worth $11.7K as of Q2 2026.
  • Fourth Dimension Wealth bought 5 Vertiv shares in Q2 2026, an estimated $1.59K.
  • Vertiv made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #448 holding.
  • Fourth Dimension Wealth first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vertiv position peaked at $60.2K in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.