NFSG
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Newbridge Financial Services Group’s Vertiv VRT Stock Holding History

Newbridge Financial Services 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 		$707K Buy
2,112
+14
+0.7% +$4.44K 0.09% 149
2026
Q1 		$526K Sell
2,098
-589
-22% -$131K 0.09% 146
2025
Q4 		$435K Buy
2,687
+1,362
+103% +$236K 0.07% 155
2025
Q3 		$200K Buy
1,325
+700
+112% +$93.4K 0.03% 301
2025
Q2 		$80.3K Sell
625
-100
-14% -$9.72K 0.01% 415
2025
Q1 		$52.3K Sell
725
-499
-41% -$53.1K 0.01% 363
2024
Q4 		$139K Sell
1,224
-2,818
-70% -$335K 0.04% 244
2024
Q3 		$402K Buy
+4,042
New +$335K 0.14% 106
2022
Q1 		– Sell
-35
Closed -$1K – 1582
2021
Q4 		$1K Buy
+35
New +$876 ﹤0.01% 1372

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

Newbridge Financial Services Group's VRT Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Vertiv (VRT) stake by 0.67% in Q2 2026, buying an estimated $4.44K and bringing the position to 2,112 shares worth $707K. The position accounts for 0.09% of the portfolio, ranked #149.

Newbridge Financial Services Group first reported a position in VRT in Q4 2021 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Newbridge Financial Services Group held 2,112 shares of Vertiv worth $707K as of Q2 2026.
  • Newbridge Financial Services Group bought 14 Vertiv shares in Q2 2026, an estimated $4.44K.
  • Vertiv made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #149 holding.
  • Newbridge Financial Services Group first reported a position in Vertiv in Q4 2021 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.