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FSM Wealth Advisors’s Vertiv VRT Stock Holding History

FSM Wealth 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 		$511K Buy
1,528
+69
+5% +$21.9K 0.05% 186
2026
Q1 		$366K Buy
1,459
+64
+5% +$14.2K 0.05% 206
2025
Q4 		$226K Sell
1,395
-2,843
-67% -$494K 0.03% 285
2025
Q3 		$639K Sell
4,238
-914
-18% -$122K 0.09% 135
2025
Q2 		$651K Buy
5,152
+1,717
+50% +$167K 0.11% 126
2025
Q1 		$248K Buy
+3,435
New +$366K 0.06% 178
2024
Q4 		– Sell
-2,203
Closed -$219K – 207
2024
Q3 		$219K Buy
+2,203
New +$183K 0.06% 174

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

FSM Wealth Advisors's VRT Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vertiv (VRT) stake by 4.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,528 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #186.

FSM Wealth Advisors first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $651K in Q2 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • FSM Wealth Advisors held 1,528 shares of Vertiv worth $511K as of Q2 2026.
  • FSM Wealth Advisors bought 69 Vertiv shares in Q2 2026, an estimated $21.9K.
  • Vertiv made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • FSM Wealth Advisors first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • FSM Wealth Advisors's Vertiv position peaked at $651K in Q2 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.