Lyell Wealth Management’s Vertiv VRT Stock Holding History

Lyell Wealth Management’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 Q3	$23.8M	Buy	98,562 +1,424	+1%	+$388K	1.41%	19
2026 Q2	$32.5M	Sell	97,138 -7,820	-7%	-$2.48M	2%	14
2026 Q1	$26.3M	Sell	104,958 -533	-0.5%	-$118K	1.93%	13
2025 Q4	$17.1M	Sell	105,491 -565	-0.5%	-$98.1K	1.24%	25
2025 Q3	$16M	Buy	106,056 +994	+0.9%	+$133K	1.19%	29
2025 Q2	$13.5M	Buy	105,062 +30,860	+42%	+$3M	1.07%	31
2025 Q1	$5.36M	Buy	74,202 +38,553	+108%	+$4.1M	0.5%	66
2024 Q4	$4.05M	Buy	35,649 +20,379	+133%	+$2.42M	0.36%	71
2024 Q3	$1.52M	Buy	+15,270	New	+$1.27M	0.14%	104

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Lyell Wealth Management's VRT Position: Q3 2026 in Review

Lyell Wealth Management increased its Vertiv (VRT) stake by 1.5% in Q3 2026, buying an estimated $388K and bringing the position to 98,562 shares worth $23.8M. The position accounts for 1.41% of the portfolio, ranked #19.

Lyell Wealth Management first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $32.5M in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Lyell Wealth Management held 98,562 shares of Vertiv worth $23.8M as of Q3 2026.
Lyell Wealth Management bought 1,424 Vertiv shares in Q3 2026, an estimated $388K.
Vertiv made up 1.41% of Lyell Wealth Management's portfolio in Q3 2026, its #19 holding.
Lyell Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
Lyell Wealth Management's Vertiv position peaked at $32.5M in Q2 2026.
750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.