Next Level Wealth Planning’s Vertiv VRT Stock Holding History

Next Level Wealth 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	$339K	Buy	1,012 +12	+1%	+$3.81K	0.15%	54
2026 Q1	$251K	Buy	+1,000	New	+$222K	0.13%	60

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

Next Level Wealth Planning's VRT Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vertiv (VRT) stake by 1.2% in Q2 2026, buying an estimated $3.81K and bringing the position to 1,012 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #54.

Next Level Wealth Planning first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Next Level Wealth Planning held 1,012 shares of Vertiv worth $339K as of Q2 2026.
Next Level Wealth Planning bought 12 Vertiv shares in Q2 2026, an estimated $3.81K.
Vertiv made up 0.15% of Next Level Wealth Planning's portfolio in Q2 2026, its #54 holding.
Next Level Wealth Planning first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.