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Lederer & Associates Investment Counsel’s Vertiv VRT Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.32M Sell
3,937
-687
-15% -$218K 0.87% 39
2026
Q1 		$1.16M Sell
4,624
-155
-3% -$34.4K 0.82% 42
2025
Q4 		$774K Sell
4,779
-315
-6% -$54.7K 0.52% 61
2025
Q3 		$768K Buy
5,094
+282
+6% +$37.6K 0.5% 62
2025
Q2 		$618K Sell
4,812
-4,572
-49% -$445K 0.41% 70
2025
Q1 		$678K Buy
+9,384
New +$999K 0.5% 63

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Lederer & Associates Investment Counsel's VRT Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Vertiv (VRT) stake by 15% in Q2 2026, selling an estimated $218K and leaving 3,937 shares worth $1.32M. The position accounts for 0.87% of the portfolio, ranked #39.

Lederer & Associates Investment Counsel first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Lederer & Associates Investment Counsel held 3,937 shares of Vertiv worth $1.32M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 687 Vertiv shares in Q2 2026, an estimated $218K.
  • Vertiv made up 0.87% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #39 holding.
  • Lederer & Associates Investment Counsel first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 771 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.