Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Vertiv VRT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$296M Buy
884,020
+18,959
+2% +$6.01M 0.17% 103
2026
Q1 		$217M Buy
865,061
+27,415
+3% +$6.09M 0.14% 136
2025
Q4 		$136M Sell
837,646
-54,444
-6% -$9.45M 0.08% 227
2025
Q3 		$135M Buy
892,090
+74,127
+9% +$9.89M 0.08% 240
2025
Q2 		$105M Sell
817,963
-26,653
-3% -$2.59M 0.07% 278
2025
Q1 		$61M Buy
844,616
+3,760
+0.4% +$400K 0.04% 388
2024
Q4 		$95.5M Sell
840,856
-8,953
-1% -$1.06M 0.06% 291
2024
Q3 		$84.5M Buy
849,809
+102,042
+14% +$8.46M 0.06% 322
2024
Q2 		$64.7M Sell
747,767
-57,320
-7% -$5.22M 0.05% 373
2024
Q1 		$65.8M Buy
805,087
+98,022
+14% +$6.16M 0.05% 414
2023
Q4 		$34M Buy
+707,065
New +$30.1M 0.03% 592
2021
Q3 		– Sell
-15,100
Closed -$412K – 1215
2021
Q2 		$412K Sell
15,100
-5,900
-28% -$141K ﹤0.01% 1121
2021
Q1 		$420K Buy
+21,000
New +$424K ﹤0.01% 1092

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

Sumitomo Mitsui Trust Group's VRT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Vertiv (VRT) stake by 2.2% in Q2 2026, buying an estimated $6.01M and bringing the position to 884,020 shares worth $296M. The position accounts for 0.17% of the portfolio, ranked #103.

Sumitomo Mitsui Trust Group first reported a position in VRT in Q1 2021 and has held it in 13 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 884,020 shares of Vertiv worth $296M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 18,959 Vertiv shares in Q2 2026, an estimated $6.01M.
  • Vertiv made up 0.17% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #103 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Vertiv in Q1 2021 and has held it in 13 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.