LSIA
VRT icon

LaSalle St. Investment Advisors’s Vertiv VRT Stock Holding History

LaSalle St. Investment 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
Q2 		$888K Sell
2,651
-1,687
-39% -$535K 0.11% 158
2026
Q1 		$1.09M Buy
4,338
+16
+0.4% +$3.55K 0.15% 115
2025
Q4 		$700K Buy
4,322
+560
+15% +$97.2K 0.11% 146
2025
Q3 		$567K Sell
3,762
-194
-5% -$25.9K 0.1% 154
2025
Q2 		$508K Buy
3,956
+521
+15% +$50.7K 0.14% 150
2025
Q1 		$248K Buy
3,435
+854
+33% +$90.9K 0.06% 257
2024
Q4 		$293K Buy
+2,581
New +$306K 0.09% 199

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 $3.37T AUM 44.26% 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

LaSalle St. Investment Advisors's VRT Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Vertiv (VRT) stake by 39% in Q2 2026, selling an estimated $535K and leaving 2,651 shares worth $888K. The position accounts for 0.11% of the portfolio, ranked #158.

LaSalle St. Investment Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • LaSalle St. Investment Advisors held 2,651 shares of Vertiv worth $888K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 1,687 Vertiv shares in Q2 2026, an estimated $535K.
  • Vertiv made up 0.11% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • LaSalle St. Investment Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • LaSalle St. Investment Advisors's Vertiv position peaked at $1.09M in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.