Cornerstone Planning Group’s Vertiv VRT Stock Holding History

Cornerstone Planning Group’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	$44K	Buy	130 +49	+60%	+$10.9K	0.01%	432
2025 Q4	$15.7K	Sell	81 -346	-81%	-$60.1K	﹤0.01%	650
2025 Q3	$4.42K	Buy	427 +360	+537%	+$48K	﹤0.01%	987
2025 Q2	$9.3K	Buy	67 +21	+46%	+$2.04K	﹤0.01%	575
2025 Q1	$3.59K	Buy	46 +16	+53%	+$1.7K	﹤0.01%	822
2024 Q4	$3.08K	Buy	30 +10	+50%	+$1.19K	﹤0.01%	683
2024 Q3	$2.28K	Buy	20 +15	+300%	+$1.24K	﹤0.01%	738
2024 Q2	$339	Hold	5	–	–	﹤0.01%	1127
2024 Q1	$466	Hold	5	–	–	﹤0.01%	950
2023 Q4	$240	Hold	5	–	–	﹤0.01%	850
2023 Q3	$186	Sell	5 -94	-95%	-$3.1K	﹤0.01%	1035
2023 Q2	$2.45K	Buy	+99	New	+$1.7K	﹤0.01%	1100
2022 Q4	$1.98K	Buy	+142	New	+$1.89K	﹤0.01%	1181

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return