WT
VRT icon

Whittier Trust’s Vertiv VRT Stock Holding History

Whittier 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 		$49.7M Sell
155,964
-292
-0.2% -$92.6K 0.49% 50
2026
Q1 		$40.4M Buy
156,256
+14,226
+10% +$3.16M 0.46% 54
2025
Q4 		$24.8M Buy
142,030
+98
+0.1% +$17K 0.27% 76
2025
Q3 		$22.7M Buy
141,932
+3,230
+2% +$431K 0.26% 76
2025
Q2 		$17.8M Buy
138,702
+2,929
+2% +$285K 0.21% 91
2025
Q1 		$9.8M Buy
135,773
+2,422
+2% +$258K 0.14% 140
2024
Q4 		$15.1M Buy
133,351
+6,141
+5% +$729K 0.2% 99
2024
Q3 		$12.7M Buy
127,210
+8,579
+7% +$711K 0.17% 115
2024
Q2 		$10.3M Buy
118,631
+38,401
+48% +$3.5M 0.15% 127
2024
Q1 		$6.55M Buy
+80,230
New +$5.04M 0.1% 173

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

Whittier Trust's VRT Position: Q2 2026 in Review

Whittier Trust reduced its Vertiv (VRT) stake by 0.19% in Q2 2026, selling an estimated $92.6K and leaving 155,964 shares worth $49.7M. The position accounts for 0.49% of the portfolio, ranked #50.

Whittier Trust first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Whittier Trust held 155,964 shares of Vertiv worth $49.7M as of Q2 2026.
  • Whittier Trust sold 292 Vertiv shares in Q2 2026, an estimated $92.6K.
  • Vertiv made up 0.49% of Whittier Trust's portfolio in Q2 2026, its #50 holding.
  • Whittier Trust first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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