CFFP
VRT icon

Center for Financial Planning’s Vertiv VRT Stock Holding History

Center for 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
Q2 		$41.5K Sell
124
-33
-21% -$10.5K ﹤0.01% 352
2026
Q1 		$39.3K Buy
157
+133
+554% +$29.5K ﹤0.01% 336
2025
Q4 		$3.89K Hold
24
– – ﹤0.01% 574
2025
Q3 		$3.62K Sell
24
-41
-63% -$5.47K ﹤0.01% 561
2025
Q2 		$8.35K Hold
65
– – ﹤0.01% 479
2025
Q1 		$4.69K Hold
65
– – ﹤0.01% 534
2024
Q4 		$7.38K Hold
65
– – ﹤0.01% 452
2024
Q3 		$6.47K Buy
+65
New +$5.39K ﹤0.01% 438

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's VRT Position: Q2 2026 in Review

Center for Financial Planning reduced its Vertiv (VRT) stake by 21% in Q2 2026, selling an estimated $10.5K and leaving 124 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Center for Financial Planning first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Center for Financial Planning held 124 shares of Vertiv worth $41.5K as of Q2 2026.
  • Center for Financial Planning sold 33 Vertiv shares in Q2 2026, an estimated $10.5K.
  • Vertiv made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #352 holding.
  • Center for Financial Planning first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.