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 Q1	$251K	Buy	+1,000	New	+$222K	0.13%	60

Other funds holding VRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Level Wealth Planning's VRT Position: Q1 2026 in Review

Next Level Wealth Planning opened a new position in Vertiv (VRT) in Q1 2026: 1,000 shares worth $251K. The stake represents 0.13% of the portfolio and ranks #60 among its holdings.

1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Next Level Wealth Planning held 1,000 shares of Vertiv worth $251K as of Q1 2026.
Vertiv was a new Next Level Wealth Planning position in Q1 2026.
Vertiv made up 0.13% of Next Level Wealth Planning's portfolio in Q1 2026, its #60 holding.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.