Blue Trust Inc
VRT icon

Blue Trust Inc’s Vertiv VRT Stock Holding History

Blue Trust Inc’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 		$259K Sell
1,071
-2,130
-67% -$580K ﹤0.01% 676
2026
Q2 		$1.07M Buy
3,201
+703
+28% +$223K 0.01% 281
2026
Q1 		$626K Buy
2,498
+1,407
+129% +$312K 0.01% 416
2025
Q4 		$177K Sell
1,091
-130
-11% -$22.6K ﹤0.01% 829
2025
Q3 		$184K Sell
1,221
-3,525
-74% -$470K ﹤0.01% 834
2025
Q2 		$609K Buy
4,746
+3,263
+220% +$317K 0.01% 392
2025
Q1 		$107K Buy
1,483
+6
+0.4% +$639 ﹤0.01% 959
2024
Q4 		$168K Sell
1,477
-1,859
-56% -$221K ﹤0.01% 712
2024
Q3 		$289K Buy
3,336
+2,611
+360% +$216K ﹤0.01% 695
2024
Q2 		$59.2K Buy
725
+556
+329% +$50.6K ﹤0.01% 1184
2024
Q1 		$13.8K Buy
169
+36
+27% +$2.26K ﹤0.01% 1356
2023
Q4 		$5K Buy
133
+100
+303% +$4.26K ﹤0.01% 1872
2023
Q3 		$1K Buy
+33
New +$1.09K ﹤0.01% 1976
2023
Q1 		– Sell
-221
Closed -$2K – 2658
2022
Q4 		$2K Buy
+221
New +$2.95K ﹤0.01% 1974
2022
Q3 		– Sell
-15
Closed – – 2344
2022
Q2 		$0 Buy
+15
New +$170 ﹤0.01% 2018

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Blue Trust Inc's VRT Position: Q3 2026 in Review

Blue Trust Inc reduced its Vertiv (VRT) stake by 67% in Q3 2026, selling an estimated $580K and leaving 1,071 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Blue Trust Inc first reported a position in VRT in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2026. 526 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Blue Trust Inc held 1,071 shares of Vertiv worth $259K as of Q3 2026.
  • Blue Trust Inc sold 2,130 Vertiv shares in Q3 2026, an estimated $580K.
  • Vertiv made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #676 holding.
  • Blue Trust Inc first reported a position in Vertiv in Q2 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's Vertiv position peaked at $1.07M in Q2 2026.
  • 526 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.