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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's VRT Position: Q1 2026 in Review

LPL Financial increased its Vertiv (VRT) stake by 5.3% in Q1 2026, buying an estimated $8.67M and bringing the position to 772,033 shares worth $193M. The position accounts for 0.05% of the portfolio, ranked #351.

LPL Financial first reported a position in VRT in Q3 2020 and has held it in 23 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

LPL Financial held 772,033 shares of Vertiv worth $193M as of Q1 2026.
LPL Financial bought 39,077 Vertiv shares in Q1 2026, an estimated $8.67M.
Vertiv made up 0.05% of LPL Financial's portfolio in Q1 2026, its #351 holding.
LPL Financial first reported a position in Vertiv in Q3 2020 and has held it in 23 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.