JPLA
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Joseph P. Lucia & Associates’s Vertiv VRT Stock Holding History

Joseph P. Lucia & Associates’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 		$338K Hold
1,008
– – 0.1% 143
2026
Q1 		$253K Buy
+1,008
New +$224K 0.09% 145
2021
Q4 		– Sell
-131
Closed -$3K – 543
2021
Q3 		$3K Hold
131
– – ﹤0.01% 498
2021
Q2 		$4K Hold
131
– – ﹤0.01% 465
2021
Q1 		$3K Buy
+131
New +$2.65K ﹤0.01% 472

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joseph P. Lucia & Associates's VRT Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Vertiv (VRT) position steady in Q2 2026 at 1,008 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #143.

Joseph P. Lucia & Associates first reported a position in VRT in Q1 2021 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,008 shares of Vertiv worth $338K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #143 holding.
  • Joseph P. Lucia & Associates first reported a position in Vertiv in Q1 2021 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.