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PDS Planning’s Vertiv VRT Stock Holding History

PDS 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 		$1.35M Buy
4,032
+142
+4% +$45K 0.08% 124
2026
Q1 		$975K Buy
3,890
+273
+8% +$60.6K 0.06% 143
2025
Q4 		$586K Buy
3,617
+294
+9% +$51K 0.04% 225
2025
Q3 		$501K Sell
3,323
-34
-1% -$4.54K 0.03% 251
2025
Q2 		$431K Buy
3,357
+47
+1% +$4.57K 0.03% 267
2025
Q1 		$239K Buy
+3,310
New +$352K 0.02% 385

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

PDS Planning's VRT Position: Q2 2026 in Review

PDS Planning increased its Vertiv (VRT) stake by 3.7% in Q2 2026, buying an estimated $45K and bringing the position to 4,032 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #124.

PDS Planning first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • PDS Planning held 4,032 shares of Vertiv worth $1.35M as of Q2 2026.
  • PDS Planning bought 142 Vertiv shares in Q2 2026, an estimated $45K.
  • Vertiv made up 0.08% of PDS Planning's portfolio in Q2 2026, its #124 holding.
  • PDS Planning first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.