VRT VERTIV HOLDINGS CO

Ownership history in Lighthouse Financial LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Lighthouse Financial LLC reported a position in VERTIV HOLDINGS CO (VRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.79% (2025 Q4)
Avg. % of fund
1.45%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,899 +808 +5.0% 1.79% $2.7M $161.97
2025 Q3 ADDED 16,091 +930 +6.1% 1.60% $2.4M $150.77
2025 Q2 ADDED 15,161 +1,244 +8.9% 1.49% $1.9M $128.30
2025 Q1 REDUCED 13,917 -2,600 -15.7% 0.87% $1.0M $72.11
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VRT price (monthly, adj. close)
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