Creative Planning
VRT icon

Creative Planning’s Vertiv VRT Stock Holding History

Creative 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 		$60.9M Buy
181,770
+11,762
+7% +$3.73M 0.04% 211
2026
Q1 		$42.6M Buy
170,008
+31,733
+23% +$7.04M 0.03% 244
2025
Q4 		$22.4M Buy
138,275
+19,211
+16% +$3.34M 0.02% 348
2025
Q3 		$18M Buy
119,064
+58,524
+97% +$7.81M 0.01% 387
2025
Q2 		$7.77M Buy
60,540
+4,584
+8% +$446K 0.01% 596
2025
Q1 		$4.04M Buy
55,956
+7,056
+14% +$751K ﹤0.01% 798
2024
Q4 		$5.56M Buy
48,900
+5,282
+12% +$627K 0.01% 629
2024
Q3 		$4.34M Buy
43,618
+7,341
+20% +$609K ﹤0.01% 688
2024
Q2 		$3.14M Buy
36,277
+2,004
+6% +$182K ﹤0.01% 798
2024
Q1 		$2.8M Buy
34,273
+15,820
+86% +$994K ﹤0.01% 829
2023
Q4 		$886K Sell
18,453
-187
-1% -$7.96K ﹤0.01% 1299
2023
Q3 		$693K Sell
18,640
-24,369
-57% -$803K ﹤0.01% 1351
2023
Q2 		$1.07M Sell
43,009
-13,616
-24% -$234K ﹤0.01% 1100
2023
Q1 		$810K Sell
56,625
-174,062
-75% -$2.56M ﹤0.01% 1187
2022
Q4 		$3.15M Buy
230,687
+8,080
+4% +$108K ﹤0.01% 597
2022
Q3 		$2.16M Buy
222,607
+510
+0.2% +$5.73K ﹤0.01% 678
2022
Q2 		$1.83M Buy
222,097
+106,543
+92% +$1.21M ﹤0.01% 748
2022
Q1 		$1.62M Sell
115,554
-304
-0.3% -$5.41K ﹤0.01% 792
2021
Q4 		$2.89M Buy
115,858
+4
+0% +$100 ﹤0.01% 574
2021
Q3 		$2.79M Buy
115,854
+100
+0.1% +$2.66K 0.01% 578
2021
Q2 		$3.16M Buy
+115,754
New +$2.77M 0.01% 527

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

Creative Planning's VRT Position: Q2 2026 in Review

Creative Planning increased its Vertiv (VRT) stake by 6.9% in Q2 2026, buying an estimated $3.73M and bringing the position to 181,770 shares worth $60.9M. The position accounts for 0.04% of the portfolio, ranked #211.

Creative Planning first reported a position in VRT in Q2 2021 and has held it in 21 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Creative Planning held 181,770 shares of Vertiv worth $60.9M as of Q2 2026.
  • Creative Planning bought 11,762 Vertiv shares in Q2 2026, an estimated $3.73M.
  • Vertiv made up 0.04% of Creative Planning's portfolio in Q2 2026, its #211 holding.
  • Creative Planning first reported a position in Vertiv in Q2 2021 and has held it in 21 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.