LWA
VRT icon

LifeGoal Wealth Advisors’s Vertiv VRT Stock Holding History

LifeGoal Wealth 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
Q3 		– Sell
-1,135
Closed -$380K – 231
2026
Q2 		$380K Buy
1,135
+307
+37% +$97.4K 0.17% 81
2026
Q1 		$215K Buy
+828
New +$184K 0.12% 103

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

LifeGoal Wealth Advisors's VRT Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 1,135 shares — an estimated $380K sold.

LifeGoal Wealth Advisors first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $380K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • LifeGoal Wealth Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 1,135 Vertiv shares in Q3 2026, an estimated $380K.
  • LifeGoal Wealth Advisors first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • LifeGoal Wealth Advisors's Vertiv position peaked at $380K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.