Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$318K Buy
950
+780
+459% +$247K 0.01% 727
2026
Q1
$42.6K Buy
+170
New +$37.7K 0.12% 144
2025
Q4
Sell
-3,153
Closed -$476K 806
2025
Q3
$476K Sell
3,153
-1,488
-32% -$198K 0.02% 505
2025
Q2
$596K Buy
4,641
+452
+11% +$44K 0.03% 441
2025
Q1
$302K Buy
4,189
+433
+12% +$46.1K 0.02% 562
2024
Q4
$427K Buy
+3,756
New +$446K 0.02% 449

Other funds holding VRT

IFG Advisory's VRT Position: Q2 2026 in Review

IFG Advisory increased its Vertiv (VRT) stake by 459% in Q2 2026, buying an estimated $247K and bringing the position to 950 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #727.

IFG Advisory first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $596K in Q2 2025. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IFG Advisory held 950 shares of Vertiv worth $318K as of Q2 2026.
  • IFG Advisory bought 780 Vertiv shares in Q2 2026, an estimated $247K.
  • Vertiv made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #727 holding.
  • IFG Advisory first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • IFG Advisory's Vertiv position peaked at $596K in Q2 2025.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.