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Plante Moran Financial Advisors’s Vertiv VRT Stock Holding History

Plante Moran Financial Advisors’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 		$9.71K Buy
+29
New +$9.2K ﹤0.01% 564
2025
Q4 		– Sell
-7
Closed -$1.06K – 895
2025
Q3 		$1.06K Buy
+7
New +$934 ﹤0.01% 698
2025
Q2 		– Sell
-335
Closed -$24.2K – 863
2025
Q1 		$24.2K Buy
+335
New +$35.7K ﹤0.01% 456

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's VRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vertiv (VRT) in Q2 2026: 29 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VRT as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in VRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $24.2K in Q1 2025. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Plante Moran Financial Advisors held 29 shares of Vertiv worth $9.71K as of Q2 2026.
  • Vertiv was a new Plante Moran Financial Advisors position in Q2 2026.
  • Vertiv made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • Plante Moran Financial Advisors first reported a position in Vertiv in Q1 2025 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Vertiv position peaked at $24.2K in Q1 2025.
  • 1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.