BFP
VRT icon

Beacon Financial Planning’s Vertiv VRT Stock Holding History

Beacon Financial Planning’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 		$846K Buy
+3,378
New +$750K 0.33% 39

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Beacon Financial Planning's VRT Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Vertiv (VRT) in Q1 2026: 3,378 shares worth $846K. The stake represents 0.33% of the portfolio and ranks #39 among its holdings.

1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Beacon Financial Planning held 3,378 shares of Vertiv worth $846K as of Q1 2026.
  • Vertiv was a new Beacon Financial Planning position in Q1 2026.
  • Vertiv made up 0.33% of Beacon Financial Planning's portfolio in Q1 2026, its #39 holding.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.