BOJHT
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Bank of Jackson Hole Trust’s Vertiv VRT Stock Holding History

Bank of Jackson Hole 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
2025
Q3 		– Sell
-121
Closed -$15.5K – 470
2025
Q2 		$15.5K Sell
121
-67
-36% -$6.51K 0.01% 342
2025
Q1 		$17.9K Buy
188
+180
+2,250% +$19.2K 0.01% 327
2024
Q4 		$909 Buy
+8
New +$950 ﹤0.01% 497

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of Jackson Hole Trust's VRT Position: Q3 2025 in Review

Bank of Jackson Hole Trust sold out of Vertiv (VRT) in Q3 2025, closing a stake of 121 shares — an estimated $15.5K sold.

Bank of Jackson Hole Trust first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $17.9K in Q1 2025. 1,436 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Bank of Jackson Hole Trust reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 121 Vertiv shares in Q3 2025, an estimated $15.5K.
  • Bank of Jackson Hole Trust first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
  • Bank of Jackson Hole Trust's Vertiv position peaked at $17.9K in Q1 2025.
  • 1,436 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q3 2025, filed 31 Oct 2025.