Trinity Financial Advisors
VRT icon

Trinity Financial Advisors’s Vertiv VRT Stock Holding History

Trinity Financial Advisors’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 		$377K Sell
1,564
-2,564
-62% -$699K 0.1% 69
2026
Q2 		$1.38M Buy
4,128
+1
+0% +$317 0.36% 40
2026
Q1 		$1.03M Sell
4,127
-299
-7% -$66.4K 0.29% 42
2025
Q4 		$717K Buy
4,426
+290
+7% +$50.4K 0.2% 45
2025
Q3 		$624K Buy
4,136
+1
+0% +$133 0.18% 48
2025
Q2 		$531K Buy
+4,135
New +$402K 0.16% 51

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
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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Trinity Financial Advisors's VRT Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Vertiv (VRT) stake by 62% in Q3 2026, selling an estimated $699K and leaving 1,564 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #69.

Trinity Financial Advisors first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Trinity Financial Advisors held 1,564 shares of Vertiv worth $377K as of Q3 2026.
  • Trinity Financial Advisors sold 2,564 Vertiv shares in Q3 2026, an estimated $699K.
  • Vertiv made up 0.1% of Trinity Financial Advisors's portfolio in Q3 2026, its #69 holding.
  • Trinity Financial Advisors first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Trinity Financial Advisors's Vertiv position peaked at $1.38M in Q2 2026.
  • 750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.