FLP
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Financial Life Planners’s Vertiv VRT Stock Holding History

Financial Life Planners’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 		$63K Hold
188
– – 0.04% 109
2026
Q1 		$47.2K Buy
+188
New +$41.7K 0.04% 124
2025
Q4 		– Sell
-80
Closed -$12.1K – 325
2025
Q3 		$12.1K Buy
+80
New +$10.7K 0.01% 235
2025
Q1 		– Sell
-159
Closed -$18.1K – 377
2024
Q4 		$18.1K Buy
+159
New +$18.9K 0.02% 218

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

Financial Life Planners's VRT Position: Q2 2026 in Review

Financial Life Planners held its Vertiv (VRT) position steady in Q2 2026 at 188 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #109.

Financial Life Planners first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Financial Life Planners held 188 shares of Vertiv worth $63K as of Q2 2026.
  • Financial Life Planners left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #109 holding.
  • Financial Life Planners first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.