AAFMAA Wealth Management & Trust
VRT icon

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
Q3 		$397K Buy
1,644
+3
+0.2% +$817 0.14% 82
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VRT Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its Vertiv (VRT) stake by 0.18% in Q3 2026, buying an estimated $817 and bringing the position to 1,644 shares worth $397K. The position accounts for 0.14% of the portfolio, ranked #82.

AAFMAA Wealth Management & Trust first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $646K in Q4 2025. 893 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 1,644 shares of Vertiv worth $397K as of Q3 2026.
  • AAFMAA Wealth Management & Trust bought 3 Vertiv shares in Q3 2026, an estimated $817.
  • Vertiv made up 0.14% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #82 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • AAFMAA Wealth Management & Trust's Vertiv position peaked at $646K in Q4 2025.
  • 893 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.