Truist Financial
VRT icon

Truist Financial’s Vertiv VRT Stock Holding History

Truist Financial’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 		$87.8M Buy
363,961
+49,615
+16% +$13.5M 0.1% 170
2026
Q2 		$105M Buy
314,346
+42,388
+16% +$13.4M 0.13% 150
2026
Q1 		$68.1M Buy
271,958
+64,635
+31% +$14.3M 0.09% 194
2025
Q4 		$33.6M Buy
207,323
+142,554
+220% +$24.8M 0.04% 308
2025
Q3 		$9.8M Buy
64,769
+6,577
+11% +$877K 0.01% 619
2025
Q2 		$7.47M Sell
58,192
-14,583
-20% -$1.42M 0.01% 685
2025
Q1 		$5.25M Buy
72,775
+6,197
+9% +$660K 0.01% 809
2024
Q4 		$7.56M Buy
66,578
+22,544
+51% +$2.68M 0.01% 661
2024
Q3 		$4.38M Buy
44,034
+12,286
+39% +$1.02M 0.01% 874
2024
Q2 		$2.75M Sell
31,748
-24,396
-43% -$2.22M ﹤0.01% 1126
2024
Q1 		$4.59M Sell
56,144
-16,608
-23% -$1.04M 0.01% 909
2023
Q4 		$3.49M Buy
72,752
+35,286
+94% +$1.5M 0.01% 1001
2023
Q3 		$1.39M Buy
37,466
+551
+1% +$18.2K ﹤0.01% 1415
2023
Q2 		$914K Sell
36,915
-1,636
-4% -$28.1K ﹤0.01% 1629
2023
Q1 		$552K Sell
38,551
-1,852
-5% -$27.2K ﹤0.01% 1921
2022
Q4 		$552K Sell
40,403
-5,404
-12% -$72K ﹤0.01% 1890
2022
Q3 		$445K Sell
45,807
-622
-1% -$6.99K ﹤0.01% 1886
2022
Q2 		$382K Sell
46,429
-16,699
-26% -$189K ﹤0.01% 2076
2022
Q1 		$883K Sell
63,128
-16,212
-20% -$288K ﹤0.01% 1696
2021
Q4 		$1.98M Sell
79,340
-158
-0.2% -$3.95K ﹤0.01% 1303
2021
Q3 		$1.92M Buy
79,498
+387
+0.5% +$10.3K ﹤0.01% 1302
2021
Q2 		$2.16M Buy
79,111
+15,686
+25% +$375K ﹤0.01% 1249
2021
Q1 		$1.27M Buy
63,425
+8,795
+16% +$178K ﹤0.01% 1447
2020
Q4 		$1.02M Buy
54,630
+2,057
+4% +$37.8K ﹤0.01% 1463
2020
Q3 		$911K Buy
52,573
+15,445
+42% +$242K ﹤0.01% 1414
2020
Q2 		$503K Buy
37,128
+22,478
+153% +$262K ﹤0.01% 1619
2020
Q1 		$127K Buy
+14,650
New +$162K ﹤0.01% 2221

Other funds holding VRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Truist Financial's VRT Position: Q3 2026 in Review

Truist Financial increased its Vertiv (VRT) stake by 16% in Q3 2026, buying an estimated $13.5M and bringing the position to 363,961 shares worth $87.8M. The position accounts for 0.1% of the portfolio, ranked #170.

Truist Financial first reported a position in VRT in Q1 2020 and has held it in 27 quarters since. The position peaked at $105M in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Truist Financial held 363,961 shares of Vertiv worth $87.8M as of Q3 2026.
  • Truist Financial bought 49,615 Vertiv shares in Q3 2026, an estimated $13.5M.
  • Vertiv made up 0.1% of Truist Financial's portfolio in Q3 2026, its #170 holding.
  • Truist Financial first reported a position in Vertiv in Q1 2020 and has held it in 27 quarters since.
  • Truist Financial's Vertiv position peaked at $105M in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.