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Vertiv Holdings Llc vertiv holdings shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 25k 150.86
2025-06-30 $3.1M 24k 128.41
2025-03-31 $1.4M 20k 72.20
2024-12-31 $1.3M 12k 113.61

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View all positions for Capital Planning Advisors

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Susquehanna International
Jane Street
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
Invesco
Citadel Advisors
Nuveen
UBS Group
Peak6
Wellington Management Company
Jpmorgan Chase & Co

View all funds holding Vertiv Holdings Llc vertiv holdings