BTD
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BankPlus Trust Department’s Vertiv VRT Stock Holding History

BankPlus Trust Department’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
Q1 		$1.75K Sell
7
-75
-91% -$16.6K ﹤0.01% 435
2025
Q4 		$13.3K Buy
82
+75
+1,071% +$13K ﹤0.01% 353
2025
Q3 		$1.06K Hold
7
– – ﹤0.01% 443
2025
Q2 		$899 Hold
7
– – ﹤0.01% 434
2025
Q1 		$505 Hold
7
– – ﹤0.01% 469
2024
Q4 		$795 Buy
+7
New +$831 ﹤0.01% 446

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BankPlus Trust Department's VRT Position: Q1 2026 in Review

BankPlus Trust Department reduced its Vertiv (VRT) stake by 91% in Q1 2026, selling an estimated $16.6K and leaving 7 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

BankPlus Trust Department first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • BankPlus Trust Department held 7 shares of Vertiv worth $1.75K as of Q1 2026.
  • BankPlus Trust Department sold 75 Vertiv shares in Q1 2026, an estimated $16.6K.
  • Vertiv made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #435 holding.
  • BankPlus Trust Department first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Vertiv position peaked at $13.3K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.