Level Four Advisory Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.1M Sell
6,285
-2,269
-27% -$720K 0.06% 297
2026
Q1
$2.14M Sell
8,554
-1,644
-16% -$365K 0.07% 280
2025
Q4
$1.65M Sell
10,198
-417
-4% -$72.4K 0.05% 316
2025
Q3
$1.6M Sell
10,615
-952
-8% -$127K 0.05% 314
2025
Q2
$1.49M Buy
11,567
+2,480
+27% +$241K 0.05% 300
2025
Q1
$656K Buy
9,087
+6,568
+261% +$699K 0.03% 446
2024
Q4
$286K Sell
2,519
-1,413
-36% -$168K 0.01% 634
2024
Q3
$430K Sell
3,932
-1,083
-22% -$89.8K 0.02% 542
2024
Q2
$434K Sell
5,015
-8,275
-62% -$753K 0.02% 518
2024
Q1
$638K Buy
13,290
+278
+2% +$17.5K 0.04% 403
2023
Q4
$625K Buy
13,012
+813
+7% +$34.6K 0.04% 410
2023
Q3
$454K Buy
+12,199
New +$402K 0.03% 470

Other funds holding VRT

Level Four Advisory Services's VRT Position: Q2 2026 in Review

Level Four Advisory Services reduced its Vertiv (VRT) stake by 27% in Q2 2026, selling an estimated $720K and leaving 6,285 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #297.

Level Four Advisory Services first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Level Four Advisory Services held 6,285 shares of Vertiv worth $2.1M as of Q2 2026.
  • Level Four Advisory Services sold 2,269 Vertiv shares in Q2 2026, an estimated $720K.
  • Vertiv made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #297 holding.
  • Level Four Advisory Services first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • Level Four Advisory Services's Vertiv position peaked at $2.14M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.