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Independent Financial Group’s Vertiv VRT Stock Holding History

Independent Financial Group’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 		$5.85M Sell
17,462
-950
-5% -$301K 0.11% 184
2026
Q1 		$4.61M Sell
18,412
-1,759
-9% -$390K 0.1% 194
2025
Q4 		$3.27M Buy
20,171
+1,431
+8% +$248K 0.07% 261
2025
Q3 		$2.83M Buy
18,740
+7,309
+64% +$975K 0.07% 282
2025
Q2 		$1.47M Buy
11,431
+3,809
+50% +$370K 0.04% 426
2025
Q1 		$550K Buy
7,622
+763
+11% +$81.2K 0.02% 674
2024
Q4 		$779K Buy
6,859
+1,198
+21% +$142K 0.03% 552
2024
Q3 		$563K Sell
5,661
-4,861
-46% -$403K 0.02% 607
2024
Q2 		$911K Buy
10,522
+2,678
+34% +$244K 0.04% 428
2024
Q1 		$641K Buy
7,844
+3,474
+79% +$218K 0.03% 503
2023
Q4 		$210K Buy
+4,370
New +$186K 0.01% 874
2023
Q3 		– Sell
-13,948
Closed -$345K – 960
2023
Q2 		$345K Buy
+13,948
New +$239K 0.02% 591

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

Independent Financial Group's VRT Position: Q2 2026 in Review

Independent Financial Group reduced its Vertiv (VRT) stake by 5.2% in Q2 2026, selling an estimated $301K and leaving 17,462 shares worth $5.85M. The position accounts for 0.11% of the portfolio, ranked #184.

Independent Financial Group first reported a position in VRT in Q2 2023 and has held it in 12 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Independent Financial Group held 17,462 shares of Vertiv worth $5.85M as of Q2 2026.
  • Independent Financial Group sold 950 Vertiv shares in Q2 2026, an estimated $301K.
  • Vertiv made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #184 holding.
  • Independent Financial Group first reported a position in Vertiv in Q2 2023 and has held it in 12 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.