LexAurum Advisors’s Vertiv VRT Stock Holding History

LexAurum 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	$766K	Sell	2,287 -602	-21%	-$191K	0.09%	184
2026 Q1	$724K	Buy	+2,889	New	+$641K	0.09%	170
2025 Q3	$725K	Buy	4,807 +1,897	+65%	+$253K	0.1%	155
2025 Q2	$374K	Buy	+2,910	New	+$283K	0.06%	237

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LexAurum Advisors's VRT Position: Q2 2026 in Review

LexAurum Advisors reduced its Vertiv (VRT) stake by 21% in Q2 2026, selling an estimated $191K and leaving 2,287 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #184.

LexAurum Advisors first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

LexAurum Advisors held 2,287 shares of Vertiv worth $766K as of Q2 2026.
LexAurum Advisors sold 602 Vertiv shares in Q2 2026, an estimated $191K.
Vertiv made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #184 holding.
LexAurum Advisors first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.