MSFP
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Mark Sheptoff Financial Planning’s Vertiv VRT Stock Holding History

Mark Sheptoff 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 		$50.2K Hold
150
– – 0.03% 183
2026
Q1 		$51.2K Hold
150
– – 0.03% 178
2025
Q4 		$24.3K Hold
150
– – 0.01% 260
2025
Q3 		$22.6K Buy
150
+15
+11% +$2K 0.01% 264
2025
Q2 		$17.3K Buy
135
+35
+35% +$3.4K 0.01% 283
2025
Q1 		$7.22K Sell
100
-200
-67% -$21.3K ﹤0.01% 345
2024
Q4 		$34.1K Hold
300
– – 0.02% 207
2024
Q3 		$29.8K Buy
300
+200
+200% +$16.6K 0.02% 214
2024
Q2 		$8.66K Buy
+100
New +$9.1K ﹤0.01% 327

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

Mark Sheptoff Financial Planning's VRT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vertiv (VRT) position steady in Q2 2026 at 150 shares worth $50.2K. The position accounts for 0.03% of the portfolio, ranked #183.

Mark Sheptoff Financial Planning first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.2K in Q1 2026. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Vertiv worth $50.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #183 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Vertiv position peaked at $51.2K in Q1 2026.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.