VRT β€” VERTIV HOLDINGS CO

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  7 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported VERTIV HOLDINGS CO (VRT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows VRT at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in VERTIV HOLDINGS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VRT was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held VRT β€” position size vs. price
% of Fund (quarterly)    VRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,187 +675 +2.9% 0.97% $3.9M 2026-02-14 (Est.) $234.47
2025 Q3 UNCHANGED 23,512 β€” 0% 0.91% $3.5M 2025-10-10 $168.91
2025 Q2 REDUCED 23,512 -325 -1.4% 0.80% $3.0M 2025-07-16 $125.29
2025 Q1 ADDED 23,837 +3,262 +15.9% 0.50% $1.7M 2025-04-22 $71.73
2024 Q4 ADDED 20,575 +1,225 +6.3% 0.70% $2.3M 2025-01-27 $102.43
2024 Q3 ADDED 19,350 +4,225 +27.9% 0.58% $1.9M 2024-10-18 $112.03
2024 Q2 INITIATED 15,125 β€” β€” 0.43% $1.3M 2024-07-17 $81.60

FAQ About BROWN, LISLE/CUMMINGS, INC. and VRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning VRT?

BROWN, LISLE/CUMMINGS, INC. reported VRT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VRT position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for VRT was 0.97% in 2025 Q4.

What is the latest reported VRT position on this page?

The most recent filing on this page is 2025 Q4, when BROWN, LISLE/CUMMINGS, INC. reported 24,187 shares, equal to 0.97% of portfolio, with an estimated market value of $3.9M.

What does the chart on this VRT ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly VRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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