Planning Strategies Inc.’s Vertiv VRT Stock Holding History

Planning Strategies Inc.’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	$9.38K	Buy	+28	New	+$8.88K	0.01%	332

Other funds holding VRT

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s VRT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vertiv (VRT) in Q2 2026: 28 shares worth $9.38K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

762 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Planning Strategies Inc. held 28 shares of Vertiv worth $9.38K as of Q2 2026.
Vertiv was a new Planning Strategies Inc. position in Q2 2026.
Vertiv made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #332 holding.
762 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.