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Strategic Family Wealth Counselors’s Vertiv VRT Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$253K Sell
1,008
-523
-34% -$116K 0.07% 141
2025
Q4 		$268K Buy
+1,531
New +$266K 0.06% 183

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Family Wealth Counselors's VRT Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Vertiv (VRT) stake by 34% in Q1 2026, selling an estimated $116K and leaving 1,008 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #141.

Strategic Family Wealth Counselors first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 1,830 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Strategic Family Wealth Counselors held 1,008 shares of Vertiv worth $253K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 523 Vertiv shares in Q1 2026, an estimated $116K.
  • Vertiv made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #141 holding.
  • Strategic Family Wealth Counselors first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
  • Strategic Family Wealth Counselors's Vertiv position peaked at $268K in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.