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 Q1	–	Sell	-4,300	Closed	-$697K	–	6167
2025 Q4	$697K	Buy	+4,300	New	+$747K	﹤0.01%	4413

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

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.