MPWT
VRT icon

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
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 		$55.5K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MassMutual Private Wealth & Trust's VRT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Vertiv (VRT) stake by 22% in Q2 2026, buying an estimated $82.1K and bringing the position to 1,419 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #316.

MassMutual Private Wealth & Trust first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,060 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,419 shares of Vertiv worth $475K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 259 Vertiv shares in Q2 2026, an estimated $82.1K.
  • Vertiv made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #316 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.