Lodestone Wealth Management’s Vertiv VRT Stock Holding History

Lodestone 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 Q2	$7.37K	Hold	22	–	–	﹤0.01%	554
2026 Q1	$5.51K	Hold	22	–	–	﹤0.01%	570
2025 Q4	$3.56K	Buy	+22	New	+$3.82K	﹤0.01%	625

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lodestone Wealth Management's VRT Position: Q2 2026 in Review

Lodestone Wealth Management held its Vertiv (VRT) position steady in Q2 2026 at 22 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Lodestone Wealth Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Lodestone Wealth Management held 22 shares of Vertiv worth $7.37K as of Q2 2026.
Lodestone Wealth Management left its Vertiv share count unchanged in Q2 2026.
Vertiv made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #554 holding.
Lodestone Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.