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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
Q2 		$6.93M Sell
20,689
-6,334
-23% -$2.01M 0.17% 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sigma Planning Corp's VRT Position: Q2 2026 in Review

Sigma Planning Corp reduced its Vertiv (VRT) stake by 23% in Q2 2026, selling an estimated $2.01M and leaving 20,689 shares worth $6.93M. The position accounts for 0.17% of the portfolio, ranked #119.

Sigma Planning Corp first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sigma Planning Corp held 20,689 shares of Vertiv worth $6.93M as of Q2 2026.
  • Sigma Planning Corp sold 6,334 Vertiv shares in Q2 2026, an estimated $2.01M.
  • Vertiv made up 0.17% of Sigma Planning Corp's portfolio in Q2 2026, its #119 holding.
  • Sigma Planning Corp first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.