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L & S Advisors’s Vertiv VRT Stock Holding History

L & S Advisors’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
Q1 		$1.94M Sell
7,747
-7,129
-48% -$1.58M 0.24% 114
2025
Q4 		$2.41M Sell
14,876
-51,617
-78% -$8.96M 0.22% 120
2025
Q3 		$10M Buy
66,493
+25,688
+63% +$3.43M 0.96% 30
2025
Q2 		$5.24M Buy
40,805
+26,154
+179% +$2.54M 0.52% 59
2025
Q1 		$1.06M Sell
14,651
-2,545
-15% -$271K 0.13% 167
2024
Q4 		$1.95M Sell
17,196
-5,780
-25% -$686K 0.21% 117
2024
Q3 		$2.29M Buy
22,976
+863
+4% +$71.5K 0.24% 112
2024
Q2 		$1.91M Sell
22,113
-8,425
-28% -$767K 0.22% 124
2024
Q1 		$2.49M Buy
+30,538
New +$1.92M 0.28% 104

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L & S Advisors's VRT Position: Q1 2026 in Review

L & S Advisors reduced its Vertiv (VRT) stake by 48% in Q1 2026, selling an estimated $1.58M and leaving 7,747 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #114.

L & S Advisors first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $10M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • L & S Advisors held 7,747 shares of Vertiv worth $1.94M as of Q1 2026.
  • L & S Advisors sold 7,129 Vertiv shares in Q1 2026, an estimated $1.58M.
  • Vertiv made up 0.24% of L & S Advisors's portfolio in Q1 2026, its #114 holding.
  • L & S Advisors first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • L & S Advisors's Vertiv position peaked at $10M in Q3 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.