PWPS
VRT icon

Pinnacle Wealth Planning Services’s Vertiv VRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$581K Sell
1,734
-60
-3% -$19K 0.06% 196
2026
Q1 		$450K Buy
1,794
+1,042
+139% +$231K 0.05% 239
2025
Q4 		$122K Buy
+752
New +$131K 0.01% 681
2024
Q4 		– Sell
-2,777
Closed -$276K – 561
2024
Q3 		$276K Buy
+2,777
New +$230K 0.04% 332
2021
Q1 		– Sell
-9
Closed – – 1907
2020
Q4 		$0 Buy
+9
New +$166 ﹤0.01% 2314

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

Pinnacle Wealth Planning Services's VRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Vertiv (VRT) stake by 3.3% in Q2 2026, selling an estimated $19K and leaving 1,734 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #196.

Pinnacle Wealth Planning Services first reported a position in VRT in Q4 2020 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,734 shares of Vertiv worth $581K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 60 Vertiv shares in Q2 2026, an estimated $19K.
  • Vertiv made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #196 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vertiv in Q4 2020 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.