Vontobel Holding
VRT icon

Vontobel Holding’s Vertiv VRT Stock Holding History

Vontobel Holding’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 		$35.4M Sell
146,887
-298,751
-67% -$81.4M 0.13% 163
2026
Q2 		$149M Buy
445,638
+280,491
+170% +$89M 0.47% 57
2026
Q1 		$41.4M Sell
165,147
-24,943
-13% -$5.54M 0.14% 138
2025
Q4 		$30.8M Buy
190,090
+78,658
+71% +$13.7M 0.1% 170
2025
Q3 		$16.8M Buy
111,432
+18,589
+20% +$2.48M 0.05% 216
2025
Q2 		$11.9M Sell
92,843
-23,356
-20% -$2.27M 0.04% 240
2025
Q1 		$8.39M Buy
116,199
+19,640
+20% +$2.09M 0.03% 245
2024
Q4 		$11M Sell
96,559
-964
-1% -$114K 0.04% 214
2024
Q3 		$9.7M Buy
97,523
+85,469
+709% +$7.08M 0.03% 227
2024
Q2 		$1.04M Buy
12,054
+5,687
+89% +$518K ﹤0.01% 556
2024
Q1 		$520K Buy
+6,367
New +$400K ﹤0.01% 760

Other funds holding VRT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 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 $57.1B AUM 43.46% 1-Year Est. Return

Vontobel Holding's VRT Position: Q3 2026 in Review

Vontobel Holding reduced its Vertiv (VRT) stake by 67% in Q3 2026, selling an estimated $81.4M and leaving 146,887 shares worth $35.4M. The position accounts for 0.13% of the portfolio, ranked #163.

Vontobel Holding first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $149M in Q2 2026. 874 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Vontobel Holding held 146,887 shares of Vertiv worth $35.4M as of Q3 2026.
  • Vontobel Holding sold 298,751 Vertiv shares in Q3 2026, an estimated $81.4M.
  • Vertiv made up 0.13% of Vontobel Holding's portfolio in Q3 2026, its #163 holding.
  • Vontobel Holding first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Vontobel Holding's Vertiv position peaked at $149M in Q2 2026.
  • 874 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.