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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Lynch & Associates's VRT Position: Q2 2026 in Review

Lynch & Associates increased its Vertiv (VRT) stake by 62% in Q2 2026, buying an estimated $167K and bringing the position to 1,375 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #110.

Lynch & Associates first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Lynch & Associates held 1,375 shares of Vertiv worth $460K as of Q2 2026.
  • Lynch & Associates bought 525 Vertiv shares in Q2 2026, an estimated $167K.
  • Vertiv made up 0.08% of Lynch & Associates's portfolio in Q2 2026, its #110 holding.
  • Lynch & Associates first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.