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Sigma Planning Corp’s Vertiv VRT Stock Holding History

Sigma Planning Corp’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
Q1 		$6.77M Sell
27,023
-560
-2% -$124K 0.19% 106
2025
Q4 		$4.47M Buy
27,583
+1,754
+7% +$305K 0.12% 165
2025
Q3 		$3.9M Buy
25,829
+14,964
+138% +$2M 0.11% 190
2025
Q2 		$1.4M Buy
10,865
+2,611
+32% +$254K 0.04% 394
2025
Q1 		$596K Sell
8,254
-17,226
-68% -$1.83M 0.02% 659
2024
Q4 		$2.89M Buy
25,480
+6,799
+36% +$807K 0.09% 213
2024
Q3 		$1.86M Buy
18,681
+13,147
+238% +$1.09M 0.06% 309
2024
Q2 		$479K Sell
5,534
-21,183
-79% -$1.93M 0.02% 739
2024
Q1 		$2.18M Buy
26,717
+8,499
+47% +$534K 0.07% 285
2023
Q4 		$875K Sell
18,218
-34,294
-65% -$1.46M 0.07% 298
2023
Q3 		$1.95M Buy
+52,512
New +$1.73M 0.07% 280

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sigma Planning Corp's VRT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Vertiv (VRT) stake by 2% in Q1 2026, selling an estimated $124K and leaving 27,023 shares worth $6.77M. The position accounts for 0.19% of the portfolio, ranked #106.

Sigma Planning Corp first reported a position in VRT in Q3 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Sigma Planning Corp held 27,023 shares of Vertiv worth $6.77M as of Q1 2026.
  • Sigma Planning Corp sold 560 Vertiv shares in Q1 2026, an estimated $124K.
  • Vertiv made up 0.19% of Sigma Planning Corp's portfolio in Q1 2026, its #106 holding.
  • Sigma Planning Corp first reported a position in Vertiv in Q3 2023 and has held it in 11 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.