Tran Capital Management
VRT icon

Tran Capital Management’s Vertiv VRT Stock Holding History

Tran Capital Management’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 		$396K Buy
1,641
+9
+0.6% +$2.45K 0.05% 57
2026
Q2 		$546K Hold
1,632
– – 0.06% 53
2026
Q1 		$409K Hold
1,632
– – 0.06% 61
2025
Q4 		$264K Buy
+1,632
New +$283K 0.03% 67

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Tran Capital Management's VRT Position: Q3 2026 in Review

Tran Capital Management increased its Vertiv (VRT) stake by 0.55% in Q3 2026, buying an estimated $2.45K and bringing the position to 1,641 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #57.

Tran Capital Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $546K in Q2 2026. 833 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Tran Capital Management held 1,641 shares of Vertiv worth $396K as of Q3 2026.
  • Tran Capital Management bought 9 Vertiv shares in Q3 2026, an estimated $2.45K.
  • Vertiv made up 0.05% of Tran Capital Management's portfolio in Q3 2026, its #57 holding.
  • Tran Capital Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Tran Capital Management's Vertiv position peaked at $546K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Tran Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.