HIA
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HFM Investment Advisors’s Vertiv VRT Stock Holding History

HFM Investment 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 		$7.37K Buy
22
+10
+83% +$3.17K ﹤0.01% 148
2026
Q1 		$3.01K Buy
12
+1
+9% +$222 ﹤0.01% 190
2025
Q4 		$1.78K Hold
11
– – ﹤0.01% 308
2025
Q3 		$1.66K Hold
11
– – ﹤0.01% 231
2025
Q2 		$1.41K Buy
11
+5
+83% +$486 ﹤0.01% 254
2025
Q1 		$434 Buy
+6
New +$639 ﹤0.01% 337

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

HFM Investment Advisors's VRT Position: Q2 2026 in Review

HFM Investment Advisors increased its Vertiv (VRT) stake by 83% in Q2 2026, buying an estimated $3.17K and bringing the position to 22 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

HFM Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HFM Investment Advisors held 22 shares of Vertiv worth $7.37K as of Q2 2026.
  • HFM Investment Advisors bought 10 Vertiv shares in Q2 2026, an estimated $3.17K.
  • Vertiv made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • HFM Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.