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Avantra Family Wealth’s Vertiv VRT Stock Holding History

Avantra Family Wealth’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 		$335K Buy
+1,000
New +$317K 0.21% 132
2026
Q1 		– Sell
-1,335
Closed -$216K – 182
2025
Q4 		$216K Buy
+1,335
New +$232K 0.16% 153

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avantra Family Wealth's VRT Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Vertiv (VRT) in Q2 2026: 1,000 shares worth $335K. The stake represents 0.21% of the portfolio and ranks #132 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in VRT as recently as Q4 2025.

Avantra Family Wealth first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Avantra Family Wealth held 1,000 shares of Vertiv worth $335K as of Q2 2026.
  • Vertiv was a new Avantra Family Wealth position in Q2 2026.
  • Vertiv made up 0.21% of Avantra Family Wealth's portfolio in Q2 2026, its #132 holding.
  • Avantra Family Wealth first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.