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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSA Advisors's VRT Position: Q1 2026 in Review

FSA Advisors increased its Vertiv (VRT) stake by 6.1% in Q1 2026, buying an estimated $84.1K and bringing the position to 6,592 shares worth $1.65M. The position accounts for 1.09% of the portfolio, ranked #22.

FSA Advisors first reported a position in VRT in Q3 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • FSA Advisors held 6,592 shares of Vertiv worth $1.65M as of Q1 2026.
  • FSA Advisors bought 379 Vertiv shares in Q1 2026, an estimated $84.1K.
  • Vertiv made up 1.09% of FSA Advisors's portfolio in Q1 2026, its #22 holding.
  • FSA Advisors first reported a position in Vertiv in Q3 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.