WIM
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WealthPlan Investment Management’s Vertiv VRT Stock Holding History

WealthPlan Investment 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 		$2.63M Buy
7,849
+152
+2% +$48.2K 0.13% 139
2026
Q1 		$1.93M Sell
7,697
-677
-8% -$150K 0.11% 160
2025
Q4 		$1.36M Buy
8,374
+120
+1% +$20.8K 0.09% 174
2025
Q3 		$1.25M Sell
8,254
-54
-0.6% -$7.2K 0.08% 167
2025
Q2 		$1.07M Buy
8,308
+1,475
+22% +$143K 0.08% 175
2025
Q1 		$493K Buy
6,833
+86
+1% +$9.15K 0.05% 173
2024
Q4 		$767K Buy
6,747
+269
+4% +$31.9K 0.08% 139
2024
Q3 		$645K Buy
+6,478
New +$537K 0.07% 141

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

WealthPlan Investment Management's VRT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Vertiv (VRT) stake by 2% in Q2 2026, buying an estimated $48.2K and bringing the position to 7,849 shares worth $2.63M. The position accounts for 0.13% of the portfolio, ranked #139.

WealthPlan Investment Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • WealthPlan Investment Management held 7,849 shares of Vertiv worth $2.63M as of Q2 2026.
  • WealthPlan Investment Management bought 152 Vertiv shares in Q2 2026, an estimated $48.2K.
  • Vertiv made up 0.13% of WealthPlan Investment Management's portfolio in Q2 2026, its #139 holding.
  • WealthPlan Investment Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.