SEC 13F Intelligence

Foundations Investment Advisors, LLC / VRT

Foundations Investment Advisors, LLC’s Vertiv Holdings Co Position

Does Foundations Investment Advisors, LLC own Vertiv Holdings Co (VRT)? Yes — 266.0K shares worth $67M (+0.83% of its 13F portfolio) as of Q1 2026, up from 250.4K shares the prior filed quarter.

Position Value
$67M
Q1 2026
Shares
266.0K
% of Portfolio
+0.83%
Quarters Held
7
currently held

Position History VRT

Reported value by quarter
Q3 ’24: $17MQ3 ’24Q4 ’24: $21MQ4 ’24Q1 ’25: $14MQ1 ’25Q2 ’25: $25MQ2 ’25Q3 ’25: $33MQ3 ’25Q4 ’25: $41MQ4 ’25Q1 ’26: $67MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026266.0K$67M+0.83%
Q4 2025250.4K$41M+0.53%
Q3 2025219.4K$33M+0.48%
Q2 2025198.0K$25M+0.40%
Q1 2025188.8K$14M+0.25%
Q4 2024185.5K$21M+0.41%
Q3 2024172.0K$17M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of VRT.