WT
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Washington Trust’s Vertiv VRT Stock Holding History

Washington Trust’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 		– Sell
-817
Closed -$205K – 305
2026
Q1 		$205K Buy
+817
New +$181K 0.01% 276
2025
Q2 		– Sell
-320
Closed -$23.1K – 714
2025
Q1 		$23.1K Sell
320
-440
-58% -$46.8K ﹤0.01% 513
2024
Q4 		$86.3K Buy
760
+200
+36% +$23.7K ﹤0.01% 361
2024
Q3 		$55.7K Hold
560
– – ﹤0.01% 442
2024
Q2 		$48.5K Buy
560
+310
+124% +$28.2K ﹤0.01% 453
2024
Q1 		$20.4K Buy
+250
New +$15.7K ﹤0.01% 575
2023
Q4 		– Sell
-8
Closed -$298 – 959
2023
Q3 		$298 Sell
8
-76
-90% -$2.5K ﹤0.01% 885
2023
Q2 		$2.08K Sell
84
-19
-18% -$326 ﹤0.01% 783
2023
Q1 		$1.47K Sell
103
-25
-20% -$367 ﹤0.01% 845
2022
Q4 		$1.75K Sell
128
-31
-19% -$413 ﹤0.01% 832
2022
Q3 		$2K Buy
159
+36
+29% +$404 ﹤0.01% 816
2022
Q2 		$1K Buy
123
+27
+28% +$306 ﹤0.01% 911
2022
Q1 		$1K Buy
96
+53
+123% +$942 ﹤0.01% 917
2021
Q4 		$1K Hold
43
– – ﹤0.01% 920
2021
Q3 		$1K Sell
43
-5
-10% -$133 ﹤0.01% 1042
2021
Q2 		$1K Buy
+48
New +$1.15K ﹤0.01% 1031

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 $3.37T AUM 44.26% 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's VRT Position: Q2 2026 in Review

Washington Trust sold out of Vertiv (VRT) in Q2 2026, closing a stake of 817 shares — an estimated $205K sold.

Washington Trust first reported a position in VRT in Q2 2021 and held it in 16 quarters. The position peaked at $205K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Washington Trust reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Washington Trust sold 817 Vertiv shares in Q2 2026, an estimated $205K.
  • Washington Trust first reported a position in Vertiv in Q2 2021 and held it in 16 quarters.
  • Washington Trust's Vertiv position peaked at $205K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.