BPI
VRT icon

BFC Planning, Inc.’s Vertiv VRT Stock Holding History

BFC Planning, Inc.’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 		$4.16M Sell
12,426
-715
-5% -$227K 0.17% 129
2026
Q1 		$3.29M Sell
13,141
-4,017
-23% -$892K 0.15% 141
2025
Q4 		$2.78M Sell
17,158
-2,862
-14% -$497K 0.12% 168
2025
Q3 		$3.02M Sell
20,020
-380
-2% -$50.7K 0.22% 90
2025
Q2 		$2.62M Buy
20,400
+8,303
+69% +$807K 0.21% 96
2025
Q1 		$873K Buy
12,097
+7,460
+161% +$794K 0.08% 225
2024
Q4 		$527K Buy
+4,637
New +$551K 0.04% 325

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s VRT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vertiv (VRT) stake by 5.4% in Q2 2026, selling an estimated $227K and leaving 12,426 shares worth $4.16M. The position accounts for 0.17% of the portfolio, ranked #129.

BFC Planning, Inc. first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,070 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • BFC Planning, Inc. held 12,426 shares of Vertiv worth $4.16M as of Q2 2026.
  • BFC Planning, Inc. sold 715 Vertiv shares in Q2 2026, an estimated $227K.
  • Vertiv made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #129 holding.
  • BFC Planning, Inc. first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.