LifeSteps Financial’s Vertiv VRT Stock Holding History

LifeSteps Financial’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	$57.3K	Buy	+171	New	+$54.2K	0.03%	203

Other funds holding VRT

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

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeSteps Financial's VRT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vertiv (VRT) in Q2 2026: 171 shares worth $57.3K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings.

811 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

LifeSteps Financial held 171 shares of Vertiv worth $57.3K as of Q2 2026.
Vertiv was a new LifeSteps Financial position in Q2 2026.
Vertiv made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #203 holding.
811 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.