PL
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Plancorp LLC’s Vertiv VRT Stock Holding History

Plancorp LLC’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 		$1.48M Buy
4,823
+38
+0.8% +$12.1K 0.04% 163
2026
Q1 		$1.41M Sell
4,785
-540
-10% -$120K 0.04% 132
2025
Q4 		$863K Buy
5,325
+8
+0.2% +$1.39K 0.03% 160
2025
Q3 		$802K Buy
5,317
+67
+1% +$8.94K 0.03% 171
2025
Q2 		$674K Sell
5,250
-55
-1% -$5.35K 0.02% 192
2025
Q1 		$383K Buy
5,305
+1,120
+27% +$119K 0.02% 244
2024
Q4 		$475K Buy
4,185
+68
+2% +$8.07K 0.02% 201
2024
Q3 		$410K Buy
+4,117
New +$341K 0.02% 210

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Plancorp LLC's VRT Position: Q2 2026 in Review

Plancorp LLC increased its Vertiv (VRT) stake by 0.79% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,823 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #163.

Plancorp LLC first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Plancorp LLC held 4,823 shares of Vertiv worth $1.48M as of Q2 2026.
  • Plancorp LLC bought 38 Vertiv shares in Q2 2026, an estimated $12.1K.
  • Vertiv made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #163 holding.
  • Plancorp LLC first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 498 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.