Lido Advisors
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Lido Advisors’s Vertiv VRT Stock Holding History

Lido 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 		$7.26M Buy
21,677
+8,532
+65% +$2.71M 0.02% 418
2026
Q1 		$3.29M Buy
13,145
+6,928
+111% +$1.54M 0.01% 554
2025
Q4 		$962K Sell
6,217
-667
-10% -$116K ﹤0.01% 1020
2025
Q3 		$1.04M Buy
6,884
+1,085
+19% +$145K ﹤0.01% 940
2025
Q2 		$745K Buy
5,799
+2,471
+74% +$240K ﹤0.01% 961
2025
Q1 		$240K Buy
3,328
+88
+3% +$9.37K ﹤0.01% 1306
2024
Q4 		$368K Sell
3,240
-345
-10% -$41K ﹤0.01% 1118
2024
Q3 		$357K Buy
3,585
+347
+11% +$28.8K ﹤0.01% 1090
2024
Q2 		$280K Buy
3,238
+549
+20% +$50K ﹤0.01% 1158
2024
Q1 		$220K Sell
2,689
-19,475
-88% -$1.22M ﹤0.01% 1229
2023
Q4 		$1.06M Buy
+22,164
New +$944K 0.01% 590

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's VRT Position: Q2 2026 in Review

Lido Advisors increased its Vertiv (VRT) stake by 65% in Q2 2026, buying an estimated $2.71M and bringing the position to 21,677 shares worth $7.26M. The position accounts for 0.02% of the portfolio, ranked #418.

Lido Advisors first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Lido Advisors held 21,677 shares of Vertiv worth $7.26M as of Q2 2026.
  • Lido Advisors bought 8,532 Vertiv shares in Q2 2026, an estimated $2.71M.
  • Vertiv made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #418 holding.
  • Lido Advisors first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.