Ownership history in LYELL WEALTH MANAGEMENT, LP · 6 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in VERTIV HOLDINGS CO COM CL A (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 105,491 | -565 | -0.5% | 1.24% | $17.1M | $161.97 |
| 2025 Q3 | ADDED | 106,056 | +994 | +0.9% | 1.19% | $16.0M | $150.77 |
| 2025 Q2 | ADDED | 105,062 | +30,860 | +41.6% | 1.07% | $13.5M | $128.30 |
| 2025 Q1 | ADDED | 74,202 | +38,553 | +108.1% | 0.50% | $5.4M | $72.11 |
| 2024 Q4 | ADDED | 35,649 | +20,379 | +133.5% | 0.36% | $4.1M | $113.42 |
| 2024 Q3 | INITIATED | 15,270 | — | — | 0.14% | $1.5M | $99.30 |
As of 2025 Q4 — sorted by position size