PAW
VRT icon

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
Q3 		$632K Buy
2,618
+24
+0.9% +$6.54K 0.23% 65
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Plan A Wealth's VRT Position: Q3 2026 in Review

Plan A Wealth increased its Vertiv (VRT) stake by 0.93% in Q3 2026, buying an estimated $6.54K and bringing the position to 2,618 shares worth $632K. The position accounts for 0.23% of the portfolio, ranked #65.

Plan A Wealth first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $869K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Plan A Wealth held 2,618 shares of Vertiv worth $632K as of Q3 2026.
  • Plan A Wealth bought 24 Vertiv shares in Q3 2026, an estimated $6.54K.
  • Vertiv made up 0.23% of Plan A Wealth's portfolio in Q3 2026, its #65 holding.
  • Plan A Wealth first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Vertiv position peaked at $869K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.