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 Q3	$480K	Buy	1,990 +256	+15%	+$69.7K	0.05%	242
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Vertiv (VRT) stake by 15% in Q3 2026, buying an estimated $69.7K and bringing the position to 1,990 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #242.

Pinnacle Wealth Planning Services first reported a position in VRT in Q4 2020 and has held it in 6 quarters since. The position peaked at $581K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Pinnacle Wealth Planning Services held 1,990 shares of Vertiv worth $480K as of Q3 2026.
Pinnacle Wealth Planning Services bought 256 Vertiv shares in Q3 2026, an estimated $69.7K.
Vertiv made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #242 holding.
Pinnacle Wealth Planning Services first reported a position in Vertiv in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Vertiv position peaked at $581K in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.