A detailed history of Capital Planning Advisors, LLC transactions in Vertiv Holdings CO stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 24,636 shares of VRT stock, worth $2.13 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
24,636
Previous 24,118 2.15%
Holding current value
$2.13 Million
Previous $2.09 Million 2.11%
% of portfolio
0.3%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
N/A
518 Added 2.15%
24,636 $2.13 Million
Q2 2025

Aug 14, 2025

BUY
N/A
4,639 Added 23.82%
24,118 $2.09 Million
Q1 2025

May 12, 2025

BUY
N/A
7,989 Added 69.53%
19,479 $1.69 Million
Q4 2024

Jan 17, 2025

BUY
N/A
11,490 New
11,490 $995,000

Others Institutions Holding VRT

About Vertiv Holdings Co


  • Ticker VRT
  • Exchange NYSE
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 377,059,008
  • Market Cap $32.7B
  • Description
  • Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, thermal management products, integrated rack systems, mod...
More about VRT
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.