Lighthouse Financial’s Vertiv VRT Stock Holding History

Lighthouse 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 Q3	$4.26M	Buy	17,650 +1,733	+11%	+$472K	1.92%	17
2026 Q2	$5.33M	Sell	15,917 -292	-2%	-$92.6K	2.76%	10
2026 Q1	$4.06M	Sell	16,209 -690	-4%	-$153K	2.45%	11
2025 Q4	$2.74M	Buy	16,899 +808	+5%	+$140K	1.79%	15
2025 Q3	$2.43M	Buy	16,091 +930	+6%	+$124K	1.6%	18
2025 Q2	$1.95M	Buy	15,161 +1,244	+9%	+$121K	1.49%	19
2025 Q1	$1M	Sell	13,917 -2,600	-16%	-$277K	0.87%	24
2024 Q4	$1.88M	Buy	+16,517	New	+$1.96M	1.52%	18

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Lighthouse Financial's VRT Position: Q3 2026 in Review

Lighthouse Financial increased its Vertiv (VRT) stake by 11% in Q3 2026, buying an estimated $472K and bringing the position to 17,650 shares worth $4.26M. The position accounts for 1.92% of the portfolio, ranked #17.

Lighthouse Financial first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.33M in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Lighthouse Financial held 17,650 shares of Vertiv worth $4.26M as of Q3 2026.
Lighthouse Financial bought 1,733 Vertiv shares in Q3 2026, an estimated $472K.
Vertiv made up 1.92% of Lighthouse Financial's portfolio in Q3 2026, its #17 holding.
Lighthouse Financial first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's Vertiv position peaked at $5.33M in Q2 2026.
750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.