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 Q1	$376K	Buy	+1,500	New	+$333K	﹤0.01%	1455

Other funds holding VRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's VRT Position: Q1 2026 in Review

Lido Advisors increased its Vertiv (VRT) stake by 111% in Q1 2026, buying an estimated $1.54M and bringing the position to 13,145 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #554.

Lido Advisors first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Lido Advisors held 13,145 shares of Vertiv worth $3.29M as of Q1 2026.
Lido Advisors bought 6,928 Vertiv shares in Q1 2026, an estimated $1.54M.
Vertiv made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #554 holding.
Lido Advisors first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.