CGH
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Crossmark Global Holdings’s Vertiv VRT Stock Holding History

Crossmark Global Holdings’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 		$4.9M Buy
14,632
+2,186
+18% +$693K 0.06% 267
2026
Q1 		$3.12M Buy
12,446
+8,392
+207% +$1.86M 0.05% 331
2025
Q4 		$657K Buy
4,054
+492
+14% +$85.4K 0.01% 740
2025
Q3 		$537K Buy
3,562
+67
+2% +$8.94K 0.01% 865
2025
Q2 		$449K Buy
3,495
+220
+7% +$21.4K 0.01% 929
2025
Q1 		$236K Buy
3,275
+361
+12% +$38.4K ﹤0.01% 1192
2024
Q4 		$331K Sell
2,914
-36
-1% -$4.28K 0.01% 1009
2024
Q3 		$293K Buy
2,950
+156
+6% +$12.9K 0.01% 1089
2024
Q2 		$241K Sell
2,794
-37
-1% -$3.37K ﹤0.01% 1155
2024
Q1 		$231K Buy
+2,831
New +$178K ﹤0.01% 1219
2022
Q3 		– Sell
-18,876
Closed -$155K – 1283
2022
Q2 		$155K Sell
18,876
-2,400
-11% -$27.2K ﹤0.01% 1237
2022
Q1 		$298K Buy
21,276
+1,820
+9% +$32.4K 0.01% 1136
2021
Q4 		$486K Buy
+19,456
New +$487K 0.01% 907

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Crossmark Global Holdings's VRT Position: Q2 2026 in Review

Crossmark Global Holdings increased its Vertiv (VRT) stake by 18% in Q2 2026, buying an estimated $693K and bringing the position to 14,632 shares worth $4.9M. The position accounts for 0.06% of the portfolio, ranked #267.

Crossmark Global Holdings first reported a position in VRT in Q4 2021 and has held it in 13 quarters since. 304 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Crossmark Global Holdings held 14,632 shares of Vertiv worth $4.9M as of Q2 2026.
  • Crossmark Global Holdings bought 2,186 Vertiv shares in Q2 2026, an estimated $693K.
  • Vertiv made up 0.06% of Crossmark Global Holdings's portfolio in Q2 2026, its #267 holding.
  • Crossmark Global Holdings first reported a position in Vertiv in Q4 2021 and has held it in 13 quarters since.
  • 304 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.