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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
181,770
Value
$60.9M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of VRT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026181,770$60.9M<0.1%+11,762+6.9%AddedHolders
Q1 2026170,008$42.6M<0.1%+31,733+22.9%AddedHolders
Q4 2025138,275$22.4M<0.1%+19,211+16.1%AddedHolders
Q3 2025119,064$18.0M<0.1%+58,524+96.7%AddedHolders
Q2 202560,540$7.77M<0.1%+4,584+8.2%AddedHolders
Q1 202555,956$4.04M<0.1%+7,056+14.4%AddedHolders
Q4 202448,900$5.56M<0.1%+5,282+12.1%AddedHolders
Q3 202443,618$4.34M<0.1%+7,341+20.2%AddedHolders
Q2 202436,277$3.14M<0.1%+2,004+5.8%AddedHolders
Q1 202434,273$2.80M<0.1%+15,820+85.7%AddedHolders
Q4 202318,453$886.3K<0.1%−187−1.0%ReducedHolders
Q3 202318,640$693.4K<0.1%−24,369−56.7%ReducedHolders
Q2 202343,009$1.07M<0.1%−13,616−24.0%ReducedHolders
Q1 202356,625$810.3K<0.1%−174,062−75.5%ReducedHolders
Q4 2022230,687$3.15M<0.1%+8,080+3.6%AddedHolders
Q3 2022222,607$2.16M<0.1%+510+0.2%AddedHolders
Q2 2022222,097$1.83M<0.1%+106,543+92.2%AddedHolders
Q1 2022115,554$1.62M<0.1%−304−0.3%ReducedHolders
Q4 2021115,858$2.89M<0.1%+40.0%AddedHolders
Q3 2021115,854$2.79M<0.1%+100+0.1%AddedHolders
Q2 2021115,754$3.16M<0.1%+115,754NewHolders