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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeGoal Wealth Advisors's VRT Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Vertiv (VRT) stake by 37% in Q2 2026, buying an estimated $97.4K and bringing the position to 1,135 shares worth $380K. The position accounts for 0.17% of the portfolio, ranked #81.

LifeGoal Wealth Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,135 shares of Vertiv worth $380K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 307 Vertiv shares in Q2 2026, an estimated $97.4K.
  • Vertiv made up 0.17% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • LifeGoal Wealth Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.