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Washington Trust Advisors’s Vertiv VRT Stock Holding History

Washington Trust 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 		$63.3K Buy
189
+28
+17% +$8.88K ﹤0.01% 344
2026
Q1 		$40.3K Buy
161
+124
+335% +$27.5K ﹤0.01% 377
2025
Q4 		$6.04K Buy
37
+4
+12% +$694 ﹤0.01% 535
2025
Q3 		$5.04K Sell
33
-567
-95% -$75.6K ﹤0.01% 616
2025
Q2 		$77K Buy
600
+564
+1,567% +$54.8K 0.01% 280
2025
Q1 		$2.57K Sell
36
-11
-23% -$1.17K ﹤0.01% 599
2024
Q4 		$5.32K Sell
47
-76
-62% -$9.02K ﹤0.01% 560
2024
Q3 		$12.3K Buy
123
+24
+24% +$1.99K ﹤0.01% 454
2024
Q2 		$8.53K Buy
99
+41
+71% +$3.73K ﹤0.01% 483
2024
Q1 		$4.77K Sell
58
-10
-15% -$628 ﹤0.01% 576
2023
Q4 		$3.29K Sell
68
-82
-55% -$3.49K ﹤0.01% 619
2023
Q3 		$5.58K Sell
150
-107
-42% -$3.53K ﹤0.01% 538
2023
Q2 		$6.37K Sell
257
-183
-42% -$3.14K ﹤0.01% 516
2023
Q1 		$6.3K Sell
440
-121
-22% -$1.78K ﹤0.01% 567
2022
Q4 		$7.66K Sell
561
-14
-2% -$187 ﹤0.01% 532
2022
Q3 		$6K Buy
575
+218
+61% +$2.45K ﹤0.01% 695
2022
Q2 		$3K Hold
357
– – ﹤0.01% 846
2022
Q1 		$5K Hold
357
– – ﹤0.01% 832
2021
Q4 		$9K Buy
+357
New +$8.93K ﹤0.01% 755

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust Advisors's VRT Position: Q2 2026 in Review

Washington Trust Advisors increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $8.88K and bringing the position to 189 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Washington Trust Advisors first reported a position in VRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $77K in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Washington Trust Advisors held 189 shares of Vertiv worth $63.3K as of Q2 2026.
  • Washington Trust Advisors bought 28 Vertiv shares in Q2 2026, an estimated $8.88K.
  • Vertiv made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #344 holding.
  • Washington Trust Advisors first reported a position in Vertiv in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Vertiv position peaked at $77K in Q2 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.