Union Bancaire Privee’s Vertiv VRT Stock Holding History

Union Bancaire Privee’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	$24.2M	Sell	90,982 -69,383	-43%	-$22M	0.26%	53
2026 Q1	$34.4M	Sell	160,365 -51,056	-24%	-$11.3M	0.48%	36
2025 Q4	$29.9M	Sell	211,421 -61,187	-22%	-$10.6M	0.36%	56
2025 Q3	$34.5M	Buy	272,608 +71,361	+35%	+$9.52M	0.49%	48
2025 Q2	$22M	Buy	201,247 +164,846	+453%	+$16M	0.32%	62
2025 Q1	$2.62M	Buy	36,401 +9,309	+34%	+$991K	0.05%	157
2024 Q4	$2.97M	Buy	+27,092	New	+$3.22M	0.05%	154

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Union Bancaire Privee's VRT Position: Q2 2026 in Review

Union Bancaire Privee reduced its Vertiv (VRT) stake by 43% in Q2 2026, selling an estimated $22M and leaving 90,982 shares worth $24.2M. The position accounts for 0.26% of the portfolio, ranked #53.

Union Bancaire Privee first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5M in Q3 2025. 811 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Union Bancaire Privee held 90,982 shares of Vertiv worth $24.2M as of Q2 2026.
Union Bancaire Privee sold 69,383 Vertiv shares in Q2 2026, an estimated $22M.
Vertiv made up 0.26% of Union Bancaire Privee's portfolio in Q2 2026, its #53 holding.
Union Bancaire Privee first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Vertiv position peaked at $34.5M in Q3 2025.
811 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.