FFA
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Frazier Financial Advisors’s Vertiv VRT Stock Holding History

Frazier Financial Advisors’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 		$22.4K Buy
67
+17
+34% +$5.39K 0.01% 297
2026
Q1 		$12.5K Hold
50
– – 0.01% 380
2025
Q4 		$8.1K Hold
50
– – ﹤0.01% 394
2025
Q3 		$7.54K Hold
50
– – ﹤0.01% 395
2025
Q2 		$6.42K Buy
+50
New +$4.86K ﹤0.01% 420
2024
Q3 		– Sell
-49
Closed -$4.24K – 1044
2024
Q2 		$4.24K Hold
49
– – ﹤0.01% 658
2024
Q1 		$4K Buy
+49
New +$3.08K ﹤0.01% 640

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

Frazier Financial Advisors's VRT Position: Q2 2026 in Review

Frazier Financial Advisors increased its Vertiv (VRT) stake by 34% in Q2 2026, buying an estimated $5.39K and bringing the position to 67 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #297.

Frazier Financial Advisors first reported a position in VRT in Q1 2024 and has held it in 7 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Frazier Financial Advisors held 67 shares of Vertiv worth $22.4K as of Q2 2026.
  • Frazier Financial Advisors bought 17 Vertiv shares in Q2 2026, an estimated $5.39K.
  • Vertiv made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #297 holding.
  • Frazier Financial Advisors first reported a position in Vertiv in Q1 2024 and has held it in 7 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.