FHWM
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Fox Hill Wealth Management’s Vertiv VRT Stock Holding History

Fox Hill Wealth Management’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 		$310K Sell
927
-39
-4% -$12.4K 0.12% 94
2026
Q1 		$242K Buy
+966
New +$214K 0.12% 96
2025
Q1 		– Sell
-7,358
Closed -$836K – 132
2024
Q4 		$836K Sell
7,358
-501
-6% -$59.5K 0.47% 56
2024
Q3 		$782K Buy
+7,859
New +$651K 0.43% 59

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

Fox Hill Wealth Management's VRT Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its Vertiv (VRT) stake by 4% in Q2 2026, selling an estimated $12.4K and leaving 927 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #94.

Fox Hill Wealth Management first reported a position in VRT in Q3 2024 and has held it in 4 quarters since. The position peaked at $836K in Q4 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Fox Hill Wealth Management held 927 shares of Vertiv worth $310K as of Q2 2026.
  • Fox Hill Wealth Management sold 39 Vertiv shares in Q2 2026, an estimated $12.4K.
  • Vertiv made up 0.12% of Fox Hill Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Fox Hill Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 4 quarters since.
  • Fox Hill Wealth Management's Vertiv position peaked at $836K in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.