ET
VRT icon

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
Q3 		$6.33M Sell
26,249
-12
-0% -$3.27K 0.27% 79
2026
Q2 		$8.79M Sell
26,261
-106
-0.4% -$33.6K 0.37% 61
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

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Equitable Trust's VRT Position: Q3 2026 in Review

Equitable Trust reduced its Vertiv (VRT) stake by 0.05% in Q3 2026, selling an estimated $3.27K and leaving 26,249 shares worth $6.33M. The position accounts for 0.27% of the portfolio, ranked #79.

Equitable Trust first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.79M in Q2 2026. 294 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Equitable Trust held 26,249 shares of Vertiv worth $6.33M as of Q3 2026.
  • Equitable Trust sold 12 Vertiv shares in Q3 2026, an estimated $3.27K.
  • Vertiv made up 0.27% of Equitable Trust's portfolio in Q3 2026, its #79 holding.
  • Equitable Trust first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Equitable Trust's Vertiv position peaked at $8.79M in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.