Grove Bank & Trust’s Vertiv VRT Stock Holding History

Grove Bank & 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	$38.1K	Buy	158 +7	+5%	+$1.91K	﹤0.01%	486
2026 Q2	$50.6K	Buy	151 +1	+0.7%	+$317	0.01%	439
2026 Q1	$37.6K	Buy	150 +63	+72%	+$14K	﹤0.01%	456
2025 Q4	$14.1K	Sell	87 -53	-38%	-$9.2K	﹤0.01%	586
2025 Q3	$21.1K	Buy	140 +69	+97%	+$9.2K	﹤0.01%	527
2025 Q2	$9.12K	Buy	+71	New	+$6.9K	﹤0.01%	627
2025 Q1	–	Sell	-65	Closed	-$7.38K	–	867
2024 Q4	$7.38K	Buy	+65	New	+$7.72K	﹤0.01%	555
2023 Q4	–	Sell	-115	Closed	-$4.28K	–	717
2023 Q3	$4.28K	Buy	+115	New	+$3.79K	﹤0.01%	586
2023 Q2	–	Sell	-54	Closed	-$773	–	733
2023 Q1	$773	Buy	+54	New	+$793	﹤0.01%	713

Other funds holding VRT

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Grove Bank & Trust's VRT Position: Q3 2026 in Review

Grove Bank & Trust increased its Vertiv (VRT) stake by 4.6% in Q3 2026, buying an estimated $1.91K and bringing the position to 158 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Grove Bank & Trust first reported a position in VRT in Q1 2023 and has held it in 9 quarters since. The position peaked at $50.6K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Grove Bank & Trust held 158 shares of Vertiv worth $38.1K as of Q3 2026.
Grove Bank & Trust bought 7 Vertiv shares in Q3 2026, an estimated $1.91K.
Vertiv made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #486 holding.
Grove Bank & Trust first reported a position in Vertiv in Q1 2023 and has held it in 9 quarters since.
Grove Bank & Trust's Vertiv position peaked at $50.6K in Q2 2026.
84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.