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Total Wealth Planning & Management’s Vertiv VRT Stock Holding History

Total Wealth Planning & Management’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 		$328K Sell
979
-473
-33% -$150K 0.22% 156
2026
Q1 		$364K Buy
+1,452
New +$322K 0.27% 129

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's VRT Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Vertiv (VRT) stake by 33% in Q2 2026, selling an estimated $150K and leaving 979 shares worth $328K. The position accounts for 0.22% of the portfolio, ranked #156.

Total Wealth Planning & Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Total Wealth Planning & Management held 979 shares of Vertiv worth $328K as of Q2 2026.
  • Total Wealth Planning & Management sold 473 Vertiv shares in Q2 2026, an estimated $150K.
  • Vertiv made up 0.22% of Total Wealth Planning & Management's portfolio in Q2 2026, its #156 holding.
  • Total Wealth Planning & Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Vertiv position peaked at $364K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.