Waller Financial Planning Group’s Vertiv VRT Stock Holding History

Waller 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	$236K	Buy	+705	New	+$224K	0.05%	74

Other funds holding VRT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Waller Financial Planning Group opened a new position in Vertiv (VRT) in Q2 2026: 705 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #74 among its holdings.

1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Waller Financial Planning Group held 705 shares of Vertiv worth $236K as of Q2 2026.
Vertiv was a new Waller Financial Planning Group position in Q2 2026.
Vertiv made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #74 holding.
1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.