Graves Light Lenhart Wealth’s Vertiv VRT Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-730	Closed	-$244K	–	208
2026 Q2	$244K	Buy	+730	New	+$232K	0.02%	182

Other funds holding VRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Graves Light Lenhart Wealth's VRT Position: Q3 2026 in Review

Graves Light Lenhart Wealth sold out of Vertiv (VRT) in Q3 2026, closing a stake of 730 shares — an estimated $244K sold.

Graves Light Lenhart Wealth first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $244K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Graves Light Lenhart Wealth reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Graves Light Lenhart Wealth sold 730 Vertiv shares in Q3 2026, an estimated $244K.
Graves Light Lenhart Wealth first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
Graves Light Lenhart Wealth's Vertiv position peaked at $244K in Q2 2026.
1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.