Kerr Financial Planning’s Vertiv VRT Stock Holding History

Kerr Financial 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	$671K	Hold	2,006	–	–	0.75%	30
2026 Q1	$605K	Buy	2,006 +1	+0%	+$222	0.43%	29
2025 Q4	$355K	Hold	2,005	–	–	0.48%	50
2025 Q3	$343K	Buy	+2,005	New	+$267K	0.48%	49

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kerr Financial Planning's VRT Position: Q2 2026 in Review

Kerr Financial Planning held its Vertiv (VRT) position steady in Q2 2026 at 2,006 shares worth $671K. The position accounts for 0.75% of the portfolio, ranked #30.

Kerr Financial Planning first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Kerr Financial Planning held 2,006 shares of Vertiv worth $671K as of Q2 2026.
Kerr Financial Planning left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.75% of Kerr Financial Planning's portfolio in Q2 2026, its #30 holding.
Kerr Financial Planning first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.