UFPG
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United Financial Planning Group’s Vertiv VRT Stock Holding History

United Financial Planning 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
Q2 		$27.8K Hold
83
– – 0.01% 139
2026
Q1 		$20.8K Buy
83
+75
+938% +$16.6K 0.01% 133
2025
Q4 		$1.3K Buy
+8
New +$1.39K ﹤0.01% 351

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

United Financial Planning Group's VRT Position: Q2 2026 in Review

United Financial Planning Group held its Vertiv (VRT) position steady in Q2 2026 at 83 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #139.

United Financial Planning Group first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • United Financial Planning Group held 83 shares of Vertiv worth $27.8K as of Q2 2026.
  • United Financial Planning Group left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #139 holding.
  • United Financial Planning Group first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.