IFG Advisory
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IFG Advisory’s Vertiv VRT Stock Holding History

IFG Advisory’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
Q3 		$200K Sell
830
-120
-13% -$32.7K 0.01% 873
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

IFG Advisory's VRT Position: Q3 2026 in Review

IFG Advisory reduced its Vertiv (VRT) stake by 13% in Q3 2026, selling an estimated $32.7K and leaving 830 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #873.

IFG Advisory first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $596K in Q2 2025. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • IFG Advisory held 830 shares of Vertiv worth $200K as of Q3 2026.
  • IFG Advisory sold 120 Vertiv shares in Q3 2026, an estimated $32.7K.
  • Vertiv made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #873 holding.
  • IFG Advisory first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • IFG Advisory's Vertiv position peaked at $596K in Q2 2025.
  • 1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.