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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
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% 4236
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% 3430
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFP Advisors's VRT Position: Q2 2026 in Review

IFP Advisors increased its Vertiv (VRT) stake by 2.4% in Q2 2026, buying an estimated $332K and bringing the position to 44,957 shares worth $15.1M. The position accounts for 0.27% of the portfolio, ranked #74.

IFP Advisors first reported a position in VRT in Q3 2020 and has held it in 19 quarters since. 444 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IFP Advisors held 44,957 shares of Vertiv worth $15.1M as of Q2 2026.
  • IFP Advisors bought 1,046 Vertiv shares in Q2 2026, an estimated $332K.
  • Vertiv made up 0.27% of IFP Advisors's portfolio in Q2 2026, its #74 holding.
  • IFP Advisors first reported a position in Vertiv in Q3 2020 and has held it in 19 quarters since.
  • 444 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.