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Lloyd Advisory Services’s Vertiv VRT Stock Holding History

Lloyd Advisory Services’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 		$34.8K Sell
104
-1,253
-92% -$397K 0.01% 264
2026
Q1 		$340K Buy
1,357
+1,152
+562% +$256K 0.1% 101
2025
Q4 		$33.2K Buy
+205
New +$35.6K 0.01% 269

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's VRT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vertiv (VRT) stake by 92% in Q2 2026, selling an estimated $397K and leaving 104 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #264.

Lloyd Advisory Services first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 2,063 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Lloyd Advisory Services held 104 shares of Vertiv worth $34.8K as of Q2 2026.
  • Lloyd Advisory Services sold 1,253 Vertiv shares in Q2 2026, an estimated $397K.
  • Vertiv made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #264 holding.
  • Lloyd Advisory Services first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Vertiv position peaked at $340K in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.