LGT Group Foundation’s Vertiv VRT Stock Holding History

LGT Group Foundation’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	$5.97M	Sell	17,819 -6,064	-25%	-$1.92M	0.07%	121
2026 Q1	$5.98M	Sell	23,883 -8,604	-26%	-$1.91M	0.07%	109
2025 Q4	$5.34M	Sell	32,487 -8,239	-20%	-$1.43M	0.06%	129
2025 Q3	$6.58M	Buy	40,726 +563	+1%	+$75.1K	0.08%	123
2025 Q2	$5.16M	Sell	40,163 -1,910	-5%	-$186K	0.06%	138
2025 Q1	$3.04M	Sell	42,073 -2,189	-5%	-$233K	0.04%	155
2024 Q4	$5.03M	Buy	44,262 +2,479	+6%	+$294K	0.08%	134
2024 Q3	$4.27M	Buy	41,783 +26,337	+171%	+$2.18M	0.07%	147
2024 Q2	$1.34M	Buy	+15,446	New	+$1.41M	0.02%	192

Other funds holding VRT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LGT Group Foundation's VRT Position: Q2 2026 in Review

LGT Group Foundation reduced its Vertiv (VRT) stake by 25% in Q2 2026, selling an estimated $1.92M and leaving 17,819 shares worth $5.97M. The position accounts for 0.07% of the portfolio, ranked #121.

LGT Group Foundation first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.58M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

LGT Group Foundation held 17,819 shares of Vertiv worth $5.97M as of Q2 2026.
LGT Group Foundation sold 6,064 Vertiv shares in Q2 2026, an estimated $1.92M.
Vertiv made up 0.07% of LGT Group Foundation's portfolio in Q2 2026, its #121 holding.
LGT Group Foundation first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
LGT Group Foundation's Vertiv position peaked at $6.58M in Q3 2025.
1,296 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.