RFP
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Root Financial Partners’s Vertiv VRT Stock Holding History

Root Financial Partners’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 		$505K Buy
1,507
+415
+38% +$132K 0.02% 193
2026
Q1 		$274K Buy
1,092
+440
+67% +$97.7K 0.01% 271
2025
Q4 		$106K Buy
652
+42
+7% +$7.29K 0.01% 447
2025
Q3 		$92K Buy
+610
New +$81.4K 0.01% 467

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

Root Financial Partners's VRT Position: Q2 2026 in Review

Root Financial Partners increased its Vertiv (VRT) stake by 38% in Q2 2026, buying an estimated $132K and bringing the position to 1,507 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #193.

Root Financial Partners first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Root Financial Partners held 1,507 shares of Vertiv worth $505K as of Q2 2026.
  • Root Financial Partners bought 415 Vertiv shares in Q2 2026, an estimated $132K.
  • Vertiv made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #193 holding.
  • Root Financial Partners first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.