Equitable Trust’s Vertiv VRT Stock Holding History

Equitable 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
2026 Q1	$6.61M	Buy	26,367 +60	+0.2%	+$13.3K	0.3%	65
2025 Q4	$4.26M	Buy	+26,307	New	+$4.57M	0.19%	101

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust's VRT Position: Q1 2026 in Review

Equitable Trust increased its Vertiv (VRT) stake by 0.23% in Q1 2026, buying an estimated $13.3K and bringing the position to 26,367 shares worth $6.61M. The position accounts for 0.3% of the portfolio, ranked #65.

Equitable Trust first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Equitable Trust held 26,367 shares of Vertiv worth $6.61M as of Q1 2026.
Equitable Trust bought 60 Vertiv shares in Q1 2026, an estimated $13.3K.
Vertiv made up 0.3% of Equitable Trust's portfolio in Q1 2026, its #65 holding.
Equitable Trust first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.