EH
VRT icon

Equitable Holdings’s Vertiv VRT Stock Holding History

Equitable 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 		$10.9M Buy
32,532
+2,581
+9% +$819K 0.07% 268
2026
Q1 		$6.5M Buy
29,951
+17,014
+132% +$3.78M 0.04% 364
2025
Q4 		$2.1M Buy
12,937
+6,731
+108% +$1.17M 0.01% 623
2025
Q3 		$936K Buy
6,206
+54
+0.9% +$7.2K 0.01% 854
2025
Q2 		$790K Buy
6,152
+201
+3% +$19.5K 0.01% 870
2025
Q1 		$430K Buy
5,951
+2,164
+57% +$230K ﹤0.01% 961
2024
Q4 		$430K Buy
3,787
+22
+0.6% +$2.61K ﹤0.01% 915
2024
Q3 		$375K Buy
3,765
+11
+0.3% +$912 ﹤0.01% 958
2024
Q2 		$325K Buy
+3,754
New +$342K ﹤0.01% 968

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Equitable Holdings's VRT Position: Q2 2026 in Review

Equitable Holdings increased its Vertiv (VRT) stake by 8.6% in Q2 2026, buying an estimated $819K and bringing the position to 32,532 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #268.

Equitable Holdings first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Equitable Holdings held 32,532 shares of Vertiv worth $10.9M as of Q2 2026.
  • Equitable Holdings bought 2,581 Vertiv shares in Q2 2026, an estimated $819K.
  • Vertiv made up 0.07% of Equitable Holdings's portfolio in Q2 2026, its #268 holding.
  • Equitable Holdings first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.