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Lynch & Associates’s Vertiv VRT Stock Holding History

Lynch & Associates’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 		– Sell
-1,375
Closed -$460K – 129
2026
Q2 		$460K Buy
1,375
+525
+62% +$167K 0.08% 110
2026
Q1 		$213K Buy
+850
New +$189K 0.04% 121

Other funds holding VRT

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Lynch & Associates's VRT Position: Q3 2026 in Review

Lynch & Associates sold out of Vertiv (VRT) in Q3 2026, closing a stake of 1,375 shares — an estimated $460K sold.

Lynch & Associates first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $460K in Q2 2026. 326 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Lynch & Associates reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Lynch & Associates sold 1,375 Vertiv shares in Q3 2026, an estimated $460K.
  • Lynch & Associates first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • Lynch & Associates's Vertiv position peaked at $460K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.