LWM
VRT icon

LeConte Wealth Management’s Vertiv VRT Stock Holding History

LeConte Wealth Management’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 		$533K Buy
2,128
+352
+20% +$78.1K 0.34% 47
2025
Q4 		$288K Buy
1,776
+209
+13% +$36.3K 0.19% 86
2025
Q3 		$236K Buy
+1,567
New +$209K 0.16% 110

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

LeConte Wealth Management's VRT Position: Q1 2026 in Review

LeConte Wealth Management increased its Vertiv (VRT) stake by 20% in Q1 2026, buying an estimated $78.1K and bringing the position to 2,128 shares worth $533K. The position accounts for 0.34% of the portfolio, ranked #47.

LeConte Wealth Management first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • LeConte Wealth Management held 2,128 shares of Vertiv worth $533K as of Q1 2026.
  • LeConte Wealth Management bought 352 Vertiv shares in Q1 2026, an estimated $78.1K.
  • Vertiv made up 0.34% of LeConte Wealth Management's portfolio in Q1 2026, its #47 holding.
  • LeConte Wealth Management first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.