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LVW Advisors’s Vertiv VRT Stock Holding History

LVW Advisors’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 		$388K Sell
1,160
-37
-3% -$11.7K 0.03% 291
2026
Q1 		$300K Buy
+1,197
New +$266K 0.03% 329
2023
Q2 		– Sell
-10,988
Closed -$157K – 241
2023
Q1 		$157K Hold
10,988
– – 0.03% 231
2022
Q4 		$150K Hold
10,988
– – 0.03% 228
2022
Q3 		$107K Hold
10,988
– – 0.02% 215
2022
Q2 		$90K Hold
10,988
– – 0.02% 226
2022
Q1 		$154K Sell
10,988
-1,461
-12% -$26K 0.03% 231
2021
Q4 		$311K Buy
12,449
+2,736
+28% +$68.5K 0.05% 192
2021
Q3 		$234K Buy
+9,713
New +$258K 0.04% 219

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's VRT Position: Q2 2026 in Review

LVW Advisors reduced its Vertiv (VRT) stake by 3.1% in Q2 2026, selling an estimated $11.7K and leaving 1,160 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #291.

LVW Advisors first reported a position in VRT in Q3 2021 and has held it in 9 quarters since. 848 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • LVW Advisors held 1,160 shares of Vertiv worth $388K as of Q2 2026.
  • LVW Advisors sold 37 Vertiv shares in Q2 2026, an estimated $11.7K.
  • Vertiv made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #291 holding.
  • LVW Advisors first reported a position in Vertiv in Q3 2021 and has held it in 9 quarters since.
  • 848 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.