Vertiv Holdings Co
US ˙ NYSE ˙ US92537N1081

SecurityVRT / Vertiv Holdings Co
InstitutionWhittier Trust Co
Latest Disclosed Ownership156,256 shares
Latest Disclosed Value $ 40,428,114
Whittier Trust Co reports 10.02% increase in ownership of VRT / Vertiv Holdings Co

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 156,256 shares of Vertiv Holdings Co (US:VRT) valued at $39,154,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 142,030 shares of Vertiv Holdings Co. This represents a change in shares of 10.02% during the quarter. The current value of the position is $51,789,489 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F VERTIV HOLDINGS CO-A common 92537N108 156,256 14,226 10.02 40,428 62.70 0.2387
2026-01-26 2025-12-31 13F VERTIV HOLDINGS CO-A common 92537N108 142,030 98 0.07 24,848 9.28 0.2691
2025-10-31 2025-09-30 13F VERTIV HOLDINGS common 92537N108 141,932 3,230 2.33 22,738 27.66 0.2588
2025-07-30 2025-06-30 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 138,702 2,929 2.16 17,811 81.70 0.2148
2025-05-02 2025-03-31 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 135,773 2,422 1.82 9,803 -35.30 0.1366
2025-02-11 2024-12-31 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 133,351 6,141 4.83 15,150 19.71 0.1996
2024-10-21 2024-09-30 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 127,210 8,579 7.23 12,656 23.25 0.1694
2024-07-29 2024-06-30 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 118,631 38,401 47.86 10,269 56.72 0.1457
2024-05-02 2024-03-31 13F VERTIV HOLDINGS CO COM CL A US LARGE-CAP EQUITIES 92537N108 80,230 80,230 6,552 0.0955
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.