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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return