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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
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

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's VRT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $4.44K and leaving 116 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Cornerstone Planning Group first reported a position in VRT in Q4 2022 and has held it in 14 quarters since. The position peaked at $44K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cornerstone Planning Group held 116 shares of Vertiv worth $34.9K as of Q2 2026.
  • Cornerstone Planning Group sold 14 Vertiv shares in Q2 2026, an estimated $4.44K.
  • Vertiv made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #493 holding.
  • Cornerstone Planning Group first reported a position in Vertiv in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vertiv position peaked at $44K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.