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AAFMAA Wealth Management & Trust’s Vertiv VRT Stock Holding History

AAFMAA Wealth Management & Trust’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
1,641
-273
-14% -$86.6K 0.19% 76
2026
Q1 		$480K Sell
1,914
-2,071
-52% -$460K 0.19% 76
2025
Q4 		$646K Buy
+3,985
New +$692K 0.25% 71

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LA
LBP AM Paris, France $10B AUM 43.88% 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

AAFMAA Wealth Management & Trust's VRT Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Vertiv (VRT) stake by 14% in Q2 2026, selling an estimated $86.6K and leaving 1,641 shares worth $549K. The position accounts for 0.19% of the portfolio, ranked #76.

AAFMAA Wealth Management & Trust first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $646K in Q4 2025. 559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 1,641 shares of Vertiv worth $549K as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 273 Vertiv shares in Q2 2026, an estimated $86.6K.
  • Vertiv made up 0.19% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #76 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • AAFMAA Wealth Management & Trust's Vertiv position peaked at $646K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.