LeConte Wealth Management
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
Q3 		$702K Buy
2,908
+568
+24% +$155K 0.38% 48
2026
Q2 		$783K Buy
2,340
+212
+10% +$67.2K 0.43% 47
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LeConte Wealth Management's VRT Position: Q3 2026 in Review

LeConte Wealth Management increased its Vertiv (VRT) stake by 24% in Q3 2026, buying an estimated $155K and bringing the position to 2,908 shares worth $702K. The position accounts for 0.38% of the portfolio, ranked #48.

LeConte Wealth Management first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $783K in Q2 2026. 561 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • LeConte Wealth Management held 2,908 shares of Vertiv worth $702K as of Q3 2026.
  • LeConte Wealth Management bought 568 Vertiv shares in Q3 2026, an estimated $155K.
  • Vertiv made up 0.38% of LeConte Wealth Management's portfolio in Q3 2026, its #48 holding.
  • LeConte Wealth Management first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Vertiv position peaked at $783K in Q2 2026.
  • 561 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.