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Moody National Bank Trust Division’s Vertiv VRT Stock Holding History

Moody National Bank Trust Division’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 		– Sell
-1,397
Closed -$350K – 550
2026
Q1 		$350K Buy
1,397
+63
+5% +$14K 0.03% 389
2025
Q4 		$216K Sell
1,334
-76
-5% -$13.2K 0.02% 480
2025
Q3 		$213K Buy
+1,410
New +$188K 0.02% 471

Other funds holding VRT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Moody National Bank Trust Division's VRT Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Vertiv (VRT) in Q2 2026, closing a stake of 1,397 shares — an estimated $350K sold.

Moody National Bank Trust Division first reported a position in VRT in Q3 2025 and held it in 3 quarters. The position peaked at $350K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 1,397 Vertiv shares in Q2 2026, an estimated $350K.
  • Moody National Bank Trust Division first reported a position in Vertiv in Q3 2025 and held it in 3 quarters.
  • Moody National Bank Trust Division's Vertiv position peaked at $350K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.