LF
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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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lighthouse Financial's VRT Position: Q1 2026 in Review

Lighthouse Financial reduced its Vertiv (VRT) stake by 4.1% in Q1 2026, selling an estimated $153K and leaving 16,209 shares worth $4.06M. The position accounts for 2.45% of the portfolio, ranked #11.

Lighthouse Financial first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Lighthouse Financial held 16,209 shares of Vertiv worth $4.06M as of Q1 2026.
  • Lighthouse Financial sold 690 Vertiv shares in Q1 2026, an estimated $153K.
  • Vertiv made up 2.45% of Lighthouse Financial's portfolio in Q1 2026, its #11 holding.
  • Lighthouse Financial first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.