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FSA Advisors’s Vertiv VRT Stock Holding History

FSA 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 		$2.28M Buy
6,799
+207
+3% +$65.7K 1.04% 19
2026
Q1 		$1.65M Buy
6,592
+379
+6% +$84.1K 1.09% 22
2025
Q4 		$1.01M Buy
+6,213
New +$1.08M 0.7% 45
2025
Q3 		– Sell
-5,713
Closed -$734K – 189
2025
Q2 		$734K Buy
5,713
+2
+0% +$194 0.6% 59
2025
Q1 		$412K Buy
5,711
+3,637
+175% +$387K 0.33% 97
2024
Q4 		$206K Hold
2,074
– – 0.25% 133
2024
Q3 		$206K Buy
+2,074
New +$172K 0.21% 137

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

FSA Advisors's VRT Position: Q2 2026 in Review

FSA Advisors increased its Vertiv (VRT) stake by 3.1% in Q2 2026, buying an estimated $65.7K and bringing the position to 6,799 shares worth $2.28M. The position accounts for 1.04% of the portfolio, ranked #19.

FSA Advisors first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • FSA Advisors held 6,799 shares of Vertiv worth $2.28M as of Q2 2026.
  • FSA Advisors bought 207 Vertiv shares in Q2 2026, an estimated $65.7K.
  • Vertiv made up 1.04% of FSA Advisors's portfolio in Q2 2026, its #19 holding.
  • FSA Advisors first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.