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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Vertiv (VRT) stake by 139% in Q1 2026, buying an estimated $231K and bringing the position to 1,794 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #239.

Pinnacle Wealth Planning Services first reported a position in VRT in Q4 2020 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,794 shares of Vertiv worth $450K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,042 Vertiv shares in Q1 2026, an estimated $231K.
  • Vertiv made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #239 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vertiv in Q4 2020 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.