Turning Point Benefit Group’s Vertiv VRT Stock Holding History

Turning Point Benefit Group’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	–	Sell	-3	Closed	-$486	–	776
2025 Q4	$486	Hold	3	–	–	﹤0.01%	650
2025 Q3	$484	Buy	+3	New	+$400	﹤0.01%	502

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's VRT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Vertiv (VRT) in Q1 2026, closing a stake of 3 shares — an estimated $486 sold.

Turning Point Benefit Group first reported a position in VRT in Q3 2025 and held it in 2 quarters. The position peaked at $486 in Q4 2025. 1,834 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Turning Point Benefit Group reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 3 Vertiv shares in Q1 2026, an estimated $486.
Turning Point Benefit Group first reported a position in Vertiv in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Vertiv position peaked at $486 in Q4 2025.
1,834 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.