WSFS
VRT icon

Wilmington Savings Fund Society’s Vertiv VRT Stock Holding History

Wilmington Savings Fund Society’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 		$241K Buy
721
+109
+18% +$34.6K 0.01% 550
2026
Q1 		$153K Buy
612
+37
+6% +$8.21K ﹤0.01% 650
2025
Q4 		$93.2K Hold
575
– – ﹤0.01% 750
2025
Q3 		$86.7K Sell
575
-2,752
-83% -$367K ﹤0.01% 765
2025
Q2 		$427K Buy
3,327
+2,123
+176% +$206K 0.01% 620
2025
Q1 		$86.9K Sell
1,204
-5,677
-83% -$604K ﹤0.01% 1053
2024
Q4 		$782K Buy
6,881
+1,016
+17% +$121K 0.01% 469
2024
Q3 		$584K Buy
+5,865
New +$486K 0.01% 536

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

Wilmington Savings Fund Society's VRT Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Vertiv (VRT) stake by 18% in Q2 2026, buying an estimated $34.6K and bringing the position to 721 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #550.

Wilmington Savings Fund Society first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $782K in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wilmington Savings Fund Society held 721 shares of Vertiv worth $241K as of Q2 2026.
  • Wilmington Savings Fund Society bought 109 Vertiv shares in Q2 2026, an estimated $34.6K.
  • Vertiv made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #550 holding.
  • Wilmington Savings Fund Society first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Vertiv position peaked at $782K in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.