CFP
VRT icon

Comprehensive Financial Planning’s Vertiv VRT Stock Holding History

Comprehensive 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 		$15.4K Hold
46
– – 0.01% 259
2026
Q1 		$11.5K Sell
46
-22
-32% -$4.88K 0.01% 257
2025
Q4 		$11K Buy
+68
New +$11.8K 0.01% 251

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

Comprehensive Financial Planning's VRT Position: Q2 2026 in Review

Comprehensive Financial Planning held its Vertiv (VRT) position steady in Q2 2026 at 46 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #259.

Comprehensive Financial Planning first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Comprehensive Financial Planning held 46 shares of Vertiv worth $15.4K as of Q2 2026.
  • Comprehensive Financial Planning left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #259 holding.
  • Comprehensive Financial Planning first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.