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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
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 $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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trinity Financial Advisors's VRT Position: Q2 2026 in Review

Trinity Financial Advisors increased its Vertiv (VRT) stake by 0.02% in Q2 2026, buying an estimated $317 and bringing the position to 4,128 shares worth $1.38M. The position accounts for 0.36% of the portfolio, ranked #40.

Trinity Financial Advisors first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Trinity Financial Advisors held 4,128 shares of Vertiv worth $1.38M as of Q2 2026.
  • Trinity Financial Advisors bought 1 Vertiv share in Q2 2026, an estimated $317.
  • Vertiv made up 0.36% of Trinity Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Trinity Financial Advisors first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.