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WhitTier Trust Company’s Vertiv VRT Stock Holding History

WhitTier Trust Company’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 		$24.1M Buy
78,853
+859
+1% +$272K 0.45% 52
2026
Q1 		$20.2M Buy
77,994
+2,561
+3% +$569K 0.41% 58
2025
Q4 		$13.2M Buy
75,433
+624
+0.8% +$108K 0.27% 81
2025
Q3 		$12M Buy
74,809
+1,600
+2% +$213K 0.26% 82
2025
Q2 		$9.4M Buy
73,209
+2,129
+3% +$207K 0.21% 98
2025
Q1 		$5.13M Buy
71,080
+1,577
+2% +$168K 0.13% 150
2024
Q4 		$7.9M Buy
69,503
+4,382
+7% +$520K 0.19% 102
2024
Q3 		$6.48M Buy
65,121
+2,067
+3% +$171K 0.17% 121
2024
Q2 		$5.46M Buy
63,054
+19,850
+46% +$1.81M 0.15% 128
2024
Q1 		$3.53M Buy
+43,204
New +$2.71M 0.1% 173

Other funds holding VRT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

WhitTier Trust Company's VRT Position: Q2 2026 in Review

WhitTier Trust Company increased its Vertiv (VRT) stake by 1.1% in Q2 2026, buying an estimated $272K and bringing the position to 78,853 shares worth $24.1M. The position accounts for 0.45% of the portfolio, ranked #52.

WhitTier Trust Company first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 1,123 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • WhitTier Trust Company held 78,853 shares of Vertiv worth $24.1M as of Q2 2026.
  • WhitTier Trust Company bought 859 Vertiv shares in Q2 2026, an estimated $272K.
  • Vertiv made up 0.45% of WhitTier Trust Company's portfolio in Q2 2026, its #52 holding.
  • WhitTier Trust Company first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.