Greenleaf Trust’s Vertiv VRT Stock Holding History

Greenleaf 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 Q2	$857K	Buy	2,561 +756	+42%	+$240K	0.01%	399
2026 Q1	$452K	Buy	+1,805	New	+$401K	﹤0.01%	514
2023 Q4	–	Sell	-9,398	Closed	-$350K	–	797
2023 Q3	$350K	Sell	9,398 -4,947	-34%	-$163K	﹤0.01%	537
2023 Q2	$355K	Sell	14,345 -55	-0.4%	-$944	﹤0.01%	547
2023 Q1	$206K	Buy	14,400 +313	+2%	+$4.59K	﹤0.01%	726
2022 Q4	$192K	Buy	14,087 +194	+1%	+$2.59K	﹤0.01%	710
2022 Q3	$135K	Buy	13,893 +38	+0.3%	+$427	﹤0.01%	685
2022 Q2	$114K	Hold	13,855	–	–	﹤0.01%	693
2022 Q1	$194K	Buy	13,855 +4,490	+48%	+$79.8K	﹤0.01%	732
2021 Q4	$234K	Sell	9,365 -2,310	-20%	-$57.8K	﹤0.01%	678
2021 Q3	$281K	Hold	11,675	–	–	﹤0.01%	600
2021 Q2	$319K	Hold	11,675	–	–	﹤0.01%	551
2021 Q1	$234K	Hold	11,675	–	–	﹤0.01%	638
2020 Q4	$218K	Hold	11,675	–	–	﹤0.01%	574
2020 Q3	$202K	Hold	11,675	–	–	﹤0.01%	522
2020 Q2	$158K	Hold	11,675	–	–	﹤0.01%	523
2020 Q1	$101K	Buy	+11,675	New	+$129K	﹤0.01%	461

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenleaf Trust's VRT Position: Q2 2026 in Review

Greenleaf Trust increased its Vertiv (VRT) stake by 42% in Q2 2026, buying an estimated $240K and bringing the position to 2,561 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #399.

Greenleaf Trust first reported a position in VRT in Q1 2020 and has held it in 17 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Greenleaf Trust held 2,561 shares of Vertiv worth $857K as of Q2 2026.
Greenleaf Trust bought 756 Vertiv shares in Q2 2026, an estimated $240K.
Vertiv made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #399 holding.
Greenleaf Trust first reported a position in Vertiv in Q1 2020 and has held it in 17 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.