Plan A Wealth’s Vertiv VRT Stock Holding History

Plan A Wealth’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	$869K	Buy	2,594 +107	+4%	+$33.9K	0.37%	35
2026 Q1	$623K	Buy	2,487 +41	+2%	+$9.1K	0.3%	55
2025 Q4	$396K	Sell	2,446 -1	-0%	-$174	0.19%	92
2025 Q3	$369K	Buy	+2,447	New	+$326K	0.19%	100

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plan A Wealth's VRT Position: Q2 2026 in Review

Plan A Wealth increased its Vertiv (VRT) stake by 4.3% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,594 shares worth $869K. The position accounts for 0.37% of the portfolio, ranked #35.

Plan A Wealth first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Plan A Wealth held 2,594 shares of Vertiv worth $869K as of Q2 2026.
Plan A Wealth bought 107 Vertiv shares in Q2 2026, an estimated $33.9K.
Vertiv made up 0.37% of Plan A Wealth's portfolio in Q2 2026, its #35 holding.
Plan A Wealth first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.