LJI Wealth Management
VRT icon

LJI Wealth Management’s Vertiv VRT Stock Holding History

LJI Wealth Management’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 		$204K Sell
846
-215
-20% -$58.6K 0.03% 185
2026
Q2 		$355K Buy
1,061
+250
+31% +$79.3K 0.05% 139
2026
Q1 		$203K Buy
+811
New +$180K 0.03% 183
2025
Q2 		– Sell
-5,026
Closed -$363K – 194
2025
Q1 		$363K Buy
+5,026
New +$535K 0.07% 115

Other funds holding VRT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LJI Wealth Management's VRT Position: Q3 2026 in Review

LJI Wealth Management reduced its Vertiv (VRT) stake by 20% in Q3 2026, selling an estimated $58.6K and leaving 846 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #185.

LJI Wealth Management first reported a position in VRT in Q1 2025 and has held it in 4 quarters since. The position peaked at $363K in Q1 2025. 845 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • LJI Wealth Management held 846 shares of Vertiv worth $204K as of Q3 2026.
  • LJI Wealth Management sold 215 Vertiv shares in Q3 2026, an estimated $58.6K.
  • Vertiv made up 0.03% of LJI Wealth Management's portfolio in Q3 2026, its #185 holding.
  • LJI Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 4 quarters since.
  • LJI Wealth Management's Vertiv position peaked at $363K in Q1 2025.
  • 845 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.