LPL Financial
VRT icon

LPL Financial’s Vertiv VRT Stock Holding History

LPL 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
Q2 		$269M Buy
804,749
+32,716
+4% +$10.4M 0.06% 316
2026
Q1 		$193M Buy
772,033
+39,077
+5% +$8.67M 0.05% 351
2025
Q4 		$119M Buy
732,956
+40,744
+6% +$7.07M 0.03% 481
2025
Q3 		$104M Buy
692,212
+29,685
+4% +$3.96M 0.03% 504
2025
Q2 		$85.1M Buy
662,527
+96,771
+17% +$9.41M 0.03% 542
2025
Q1 		$40.8M Sell
565,756
-42,628
-7% -$4.54M 0.02% 778
2024
Q4 		$69.1M Buy
608,384
+94,542
+18% +$11.2M 0.03% 508
2024
Q3 		$51.1M Buy
513,842
+170,523
+50% +$14.1M 0.02% 604
2024
Q2 		$29.7M Buy
343,319
+220,372
+179% +$20.1M 0.01% 793
2024
Q1 		$10M Buy
122,947
+50,501
+70% +$3.17M 0.01% 1326
2023
Q4 		$3.48M Buy
72,446
+7,744
+12% +$330K ﹤0.01% 1946
2023
Q3 		$2.41M Buy
64,702
+2,888
+5% +$95.2K ﹤0.01% 2150
2023
Q2 		$1.53M Buy
61,814
+4,127
+7% +$70.8K ﹤0.01% 2486
2023
Q1 		$826K Buy
57,687
+5,962
+12% +$87.5K ﹤0.01% 2900
2022
Q4 		$707K Sell
51,725
-4,806
-9% -$64.1K ﹤0.01% 2935
2022
Q3 		$549K Buy
56,531
+5,742
+11% +$64.5K ﹤0.01% 3069
2022
Q2 		$417K Sell
50,789
-7,869
-13% -$89.1K ﹤0.01% 3361
2022
Q1 		$821K Sell
58,658
-2,415
-4% -$42.9K ﹤0.01% 2779
2021
Q4 		$1.52M Buy
61,073
+4,896
+9% +$122K ﹤0.01% 2297
2021
Q3 		$1.35M Sell
56,177
-18,838
-25% -$501K ﹤0.01% 2364
2021
Q2 		$2.05M Sell
75,015
-211,656
-74% -$5.06M ﹤0.01% 1958
2021
Q1 		$5.73M Buy
286,671
+224,569
+362% +$4.53M 0.01% 1137
2020
Q4 		$1.16M Buy
62,102
+44,236
+248% +$814K ﹤0.01% 2065
2020
Q3 		$309K Buy
+17,866
New +$280K ﹤0.01% 2888

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 $3.37T AUM 44.26% 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

LPL Financial's VRT Position: Q2 2026 in Review

LPL Financial increased its Vertiv (VRT) stake by 4.2% in Q2 2026, buying an estimated $10.4M and bringing the position to 804,749 shares worth $269M. The position accounts for 0.06% of the portfolio, ranked #316.

LPL Financial first reported a position in VRT in Q3 2020 and has held it in 24 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • LPL Financial held 804,749 shares of Vertiv worth $269M as of Q2 2026.
  • LPL Financial bought 32,716 Vertiv shares in Q2 2026, an estimated $10.4M.
  • Vertiv made up 0.06% of LPL Financial's portfolio in Q2 2026, its #316 holding.
  • LPL Financial first reported a position in Vertiv in Q3 2020 and has held it in 24 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.