MLL
VRT icon

Moody Lynn & Lieberson’s Vertiv VRT Stock Holding History

Moody Lynn & Lieberson’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 		$549K Sell
1,639
-1,283
-44% -$407K 0.03% 169
2026
Q1 		$732K Hold
2,922
– – 0.04% 136
2025
Q4 		$473K Hold
2,922
– – 0.03% 178
2025
Q3 		$441K Buy
2,922
+250
+9% +$33.3K 0.02% 182
2025
Q2 		$343K Buy
+2,672
New +$260K 0.02% 202
2025
Q1 		– Sell
-2,144
Closed -$244K – 261
2024
Q4 		$244K Sell
2,144
-750
-26% -$89.1K 0.01% 220
2024
Q3 		$288K Buy
+2,894
New +$240K 0.02% 215
2024
Q2 		– Sell
-2,694
Closed -$220K – 249
2024
Q1 		$220K Sell
2,694
-1,550
-37% -$97.4K 0.01% 222
2023
Q4 		$204K Buy
+4,244
New +$181K 0.02% 226

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

Moody Lynn & Lieberson's VRT Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Vertiv (VRT) stake by 44% in Q2 2026, selling an estimated $407K and leaving 1,639 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #169.

Moody Lynn & Lieberson first reported a position in VRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $732K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Moody Lynn & Lieberson held 1,639 shares of Vertiv worth $549K as of Q2 2026.
  • Moody Lynn & Lieberson sold 1,283 Vertiv shares in Q2 2026, an estimated $407K.
  • Vertiv made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #169 holding.
  • Moody Lynn & Lieberson first reported a position in Vertiv in Q4 2023 and has held it in 9 quarters since.
  • Moody Lynn & Lieberson's Vertiv position peaked at $732K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.