IFP Advisors
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IFP Advisors’s Vertiv VRT Stock Holding History

IFP 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
Q3 		$10.6M Sell
44,067
-890
-2% -$242K 0.18% 120
2026
Q2 		$15.1M Buy
44,957
+1,046
+2% +$332K 0.27% 74
2026
Q1 		$11M Buy
43,911
+23,244
+112% +$5.16M 0.23% 94
2025
Q4 		$3.35M Buy
20,667
+6,177
+43% +$1.07M 0.08% 286
2025
Q3 		$2.19M Buy
14,490
+1,888
+15% +$252K 0.06% 355
2025
Q2 		$1.62M Buy
12,602
+6,895
+121% +$671K 0.05% 411
2025
Q1 		$412K Sell
5,707
-1,454
-20% -$155K 0.01% 842
2024
Q4 		$814K Buy
7,161
+5,888
+463% +$699K 0.03% 578
2024
Q3 		$127K Sell
1,273
-404
-24% -$33.5K ﹤0.01% 1305
2024
Q2 		$145K Buy
1,677
+1,293
+337% +$118K 0.01% 1197
2024
Q1 		$31.4K Buy
384
+334
+668% +$21K ﹤0.01% 1767
2023
Q4 		$2.4K Sell
50
-56
-53% -$2.38K ﹤0.01% 2634
2023
Q3 		$3.94K Buy
+106
New +$3.5K ﹤0.01% 2599
2023
Q1 		– Sell
-163
Closed -$2K – 4424
2022
Q4 		$2K Sell
163
-587
-78% -$7.83K ﹤0.01% 4235
2022
Q3 		$10K Hold
750
– – ﹤0.01% 3674
2022
Q2 		$10K Hold
750
– – ﹤0.01% 3430
2022
Q1 		$10K Buy
+750
New +$13.3K ﹤0.01% 3428
2021
Q2 		– Sell
-125
Closed -$2.99K – 3259
2021
Q1 		$2K Sell
125
-270
-68% -$5.45K ﹤0.01% 2725
2020
Q4 		$7K Buy
395
+125
+46% +$2.3K ﹤0.01% 2211
2020
Q3 		$5K Buy
+270
New +$4.23K ﹤0.01% 2201

Other funds holding VRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

IFP Advisors's VRT Position: Q3 2026 in Review

IFP Advisors reduced its Vertiv (VRT) stake by 2% in Q3 2026, selling an estimated $242K and leaving 44,067 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #120.

IFP Advisors first reported a position in VRT in Q3 2020 and has held it in 20 quarters since. The position peaked at $15.1M in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • IFP Advisors held 44,067 shares of Vertiv worth $10.6M as of Q3 2026.
  • IFP Advisors sold 890 Vertiv shares in Q3 2026, an estimated $242K.
  • Vertiv made up 0.18% of IFP Advisors's portfolio in Q3 2026, its #120 holding.
  • IFP Advisors first reported a position in Vertiv in Q3 2020 and has held it in 20 quarters since.
  • IFP Advisors's Vertiv position peaked at $15.1M in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.