MassMutual Private Wealth & Trust’s Vertiv VRT Stock Holding History

MassMutual Private Wealth & 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	$272K	Sell	1,128 -291	-21%	-$79.3K	0.01%	388
2026 Q2	$475K	Buy	1,419 +259	+22%	+$82.1K	0.01%	316
2026 Q1	$291K	Buy	1,160 +161	+16%	+$35.7K	0.01%	380
2025 Q4	$162K	Sell	999 -54	-5%	-$9.38K	﹤0.01%	483
2025 Q3	$159K	Buy	1,053 +23	+2%	+$3.07K	﹤0.01%	488
2025 Q2	$132K	Buy	1,030 +262	+34%	+$25.5K	﹤0.01%	523
2025 Q1	$55.4K	Buy	768 +180	+31%	+$19.2K	﹤0.01%	699
2024 Q4	$66.8K	Buy	588 +215	+58%	+$25.5K	﹤0.01%	669
2024 Q3	$37.1K	Buy	373 +60	+19%	+$4.97K	﹤0.01%	741
2024 Q2	$27.1K	Buy	313 +81	+35%	+$7.37K	﹤0.01%	782
2024 Q1	$18.9K	Buy	232 +218	+1,557%	+$13.7K	﹤0.01%	838
2023 Q4	$672	Buy	14 +10	+250%	+$426	﹤0.01%	1758
2023 Q3	$149	Buy	+4	New	+$132	﹤0.01%	1938

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's VRT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Vertiv (VRT) stake by 21% in Q3 2026, selling an estimated $79.3K and leaving 1,128 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #388.

MassMutual Private Wealth & Trust first reported a position in VRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $475K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

MassMutual Private Wealth & Trust held 1,128 shares of Vertiv worth $272K as of Q3 2026.
MassMutual Private Wealth & Trust sold 291 Vertiv shares in Q3 2026, an estimated $79.3K.
Vertiv made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #388 holding.
MassMutual Private Wealth & Trust first reported a position in Vertiv in Q3 2023 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's Vertiv position peaked at $475K in Q2 2026.
1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.