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LRI Investments’s Vertiv VRT Stock Holding History

LRI Investments’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 		$142K Buy
425
+81
+24% +$25.7K 0.01% 393
2026
Q1 		$86.2K Buy
344
+52
+18% +$11.5K 0.01% 435
2025
Q4 		$47.3K Sell
292
-80
-22% -$13.9K ﹤0.01% 556
2025
Q3 		$56.1K Sell
372
-94
-20% -$12.5K ﹤0.01% 534
2025
Q2 		$59.8K Buy
466
+42
+10% +$4.08K 0.01% 523
2025
Q1 		$30.6K Sell
424
-296
-41% -$31.5K ﹤0.01% 607
2024
Q4 		$81.8K Sell
720
-159
-18% -$18.9K 0.01% 446
2024
Q3 		$106K Sell
879
-1,375
-61% -$114K 0.01% 396
2024
Q2 		$195K Buy
+2,254
New +$205K 0.02% 256

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

LRI Investments's VRT Position: Q2 2026 in Review

LRI Investments increased its Vertiv (VRT) stake by 24% in Q2 2026, buying an estimated $25.7K and bringing the position to 425 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #393.

LRI Investments first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q2 2024. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • LRI Investments held 425 shares of Vertiv worth $142K as of Q2 2026.
  • LRI Investments bought 81 Vertiv shares in Q2 2026, an estimated $25.7K.
  • Vertiv made up 0.01% of LRI Investments's portfolio in Q2 2026, its #393 holding.
  • LRI Investments first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Vertiv position peaked at $195K in Q2 2024.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.