L.J. Altfest & Co’s Vertiv VRT Stock Holding History

L.J. Altfest & Co’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	–	Sell	-2,994	Closed	-$750K	–	356
2026 Q1	$750K	Buy	+2,994	New	+$665K	0.08%	176
2025 Q4	–	Sell	-6,816	Closed	-$1.03M	–	373
2025 Q3	$1.03M	Sell	6,816 -7,543	-53%	-$1.01M	0.11%	125
2025 Q2	$1.84M	Buy	14,359 +4,776	+50%	+$464K	0.22%	82
2025 Q1	$692K	Buy	9,583 +679	+8%	+$72.3K	0.09%	165
2024 Q4	$1.01M	Buy	8,904 +2,241	+34%	+$266K	0.13%	112
2024 Q3	$663K	Buy	+6,663	New	+$552K	0.09%	177

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

L.J. Altfest & Co's VRT Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Vertiv (VRT) in Q2 2026, closing a stake of 2,994 shares — an estimated $750K sold.

L.J. Altfest & Co first reported a position in VRT in Q3 2024 and held it in 6 quarters. The position peaked at $1.84M in Q2 2025. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

L.J. Altfest & Co reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 2,994 Vertiv shares in Q2 2026, an estimated $750K.
L.J. Altfest & Co first reported a position in Vertiv in Q3 2024 and held it in 6 quarters.
L.J. Altfest & Co's Vertiv position peaked at $1.84M in Q2 2025.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.