TCFG Investment Advisors’s Vertiv VRT Stock Holding History

TCFG Investment 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	$417K	Buy	1,245 +95	+8%	+$30.1K	0.14%	166
2026 Q1	$288K	Buy	+1,150	New	+$255K	0.11%	200

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCFG Investment Advisors's VRT Position: Q2 2026 in Review

TCFG Investment Advisors increased its Vertiv (VRT) stake by 8.3% in Q2 2026, buying an estimated $30.1K and bringing the position to 1,245 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #166.

TCFG Investment Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,040 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

TCFG Investment Advisors held 1,245 shares of Vertiv worth $417K as of Q2 2026.
TCFG Investment Advisors bought 95 Vertiv shares in Q2 2026, an estimated $30.1K.
Vertiv made up 0.14% of TCFG Investment Advisors's portfolio in Q2 2026, its #166 holding.
TCFG Investment Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,040 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.