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 Q3	–	Sell	-116	Closed	-$34.9K	–	1674
2026 Q2	$34.9K	Sell	116 -14	-11%	-$4.44K	﹤0.01%	493
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cornerstone Planning Group's VRT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vertiv (VRT) in Q3 2026, closing a stake of 116 shares — an estimated $34.9K sold.

Cornerstone Planning Group first reported a position in VRT in Q4 2022 and held it in 14 quarters. The position peaked at $44K in Q1 2026. 465 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Cornerstone Planning Group reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 116 Vertiv shares in Q3 2026, an estimated $34.9K.
Cornerstone Planning Group first reported a position in Vertiv in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Vertiv position peaked at $44K in Q1 2026.
465 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.