Superior Planning, LLC’s Vertiv VRT Stock Holding History

Superior Planning, LLC’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 Q3	$44.6K	Buy	+185	New	+$50.4K	0.02%	411

Other funds holding VRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's VRT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vertiv (VRT) in Q3 2026: 185 shares worth $44.6K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

1,407 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Superior Planning, LLC held 185 shares of Vertiv worth $44.6K as of Q3 2026.
Vertiv was a new Superior Planning, LLC position in Q3 2026.
Vertiv made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #411 holding.
1,407 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.