Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

L.J. Altfest & Co's VRT Position: Q1 2026 in Review

L.J. Altfest & Co opened a new position in Vertiv (VRT) in Q1 2026: 2,994 shares worth $750K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in VRT as recently as Q3 2025.

L.J. Altfest & Co first reported a position in VRT in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q2 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • L.J. Altfest & Co held 2,994 shares of Vertiv worth $750K as of Q1 2026.
  • Vertiv was a new L.J. Altfest & Co position in Q1 2026.
  • Vertiv made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #176 holding.
  • L.J. Altfest & Co first reported a position in Vertiv in Q3 2024 and has held it in 6 quarters since.
  • L.J. Altfest & Co's Vertiv position peaked at $1.84M in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.