LWM
VRT icon

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
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

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

Lyell Wealth Management's VRT Position: Q2 2026 in Review

Lyell Wealth Management reduced its Vertiv (VRT) stake by 7.5% in Q2 2026, selling an estimated $2.48M and leaving 97,138 shares worth $32.5M. The position accounts for 2% of the portfolio, ranked #14.

Lyell Wealth Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Lyell Wealth Management held 97,138 shares of Vertiv worth $32.5M as of Q2 2026.
  • Lyell Wealth Management sold 7,820 Vertiv shares in Q2 2026, an estimated $2.48M.
  • Vertiv made up 2% of Lyell Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Lyell Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.