Creative Financial Designs’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$826K Buy
2,466
+445
+22% +$141K 0.04% 306
2026
Q1
$506K Sell
2,021
-106
-5% -$23.5K 0.03% 333
2025
Q4
$345K Buy
2,127
+300
+16% +$52.1K 0.02% 379
2025
Q3
$276K Buy
1,827
+21
+1% +$2.8K 0.02% 417
2025
Q2
$232K Buy
1,806
+165
+10% +$16K 0.02% 451
2025
Q1
$118K Sell
1,641
-1,669
-50% -$178K 0.01% 570
2024
Q4
$376K Buy
3,310
+870
+36% +$103K 0.03% 327
2024
Q3
$243K Sell
2,440
-1,350
-36% -$112K 0.02% 403
2024
Q2
$328K Buy
3,790
+3,365
+792% +$306K 0.03% 338
2024
Q1
$34.7K Buy
425
+225
+113% +$14.1K ﹤0.01% 826
2023
Q4
$9.61K Buy
+200
New +$8.52K ﹤0.01% 1103

Other funds holding VRT

Creative Financial Designs's VRT Position: Q2 2026 in Review

Creative Financial Designs increased its Vertiv (VRT) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 2,466 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #306.

Creative Financial Designs first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Creative Financial Designs held 2,466 shares of Vertiv worth $826K as of Q2 2026.
  • Creative Financial Designs bought 445 Vertiv shares in Q2 2026, an estimated $141K.
  • Vertiv made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #306 holding.
  • Creative Financial Designs first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.