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Axiom Investors’s Vertiv VRT Stock Holding History

Axiom Investors’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
2025
Q2 		– Sell
-423,828
Closed -$30.6M – 153
2025
Q1 		$30.6M Sell
423,828
-1,911,368
-82% -$203M 0.29% 49
2024
Q4 		$265M Sell
2,335,196
-27,113
-1% -$3.22M 1.95% 13
2024
Q3 		$235M Sell
2,362,309
-194,660
-8% -$16.1M 2.06% 14
2024
Q2 		$221M Buy
+2,556,969
New +$233M 1.93% 13
2021
Q2 		– Sell
-70,150
Closed -$1.4M – 137
2021
Q1 		$1.4M Sell
70,150
-112,610
-62% -$2.27M 0.03% 126
2020
Q4 		$3.41M Sell
182,760
-192,936
-51% -$3.55M 0.05% 102
2020
Q3 		$6.51M Buy
+375,696
New +$5.88M 0.11% 67

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axiom Investors's VRT Position: Q2 2025 in Review

Axiom Investors sold out of Vertiv (VRT) in Q2 2025, closing a stake of 423,828 shares — an estimated $30.6M sold.

Axiom Investors first reported a position in VRT in Q3 2020 and held it in 7 quarters. The position peaked at $265M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Axiom Investors reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Axiom Investors sold 423,828 Vertiv shares in Q2 2025, an estimated $30.6M.
  • Axiom Investors first reported a position in Vertiv in Q3 2020 and held it in 7 quarters.
  • Axiom Investors's Vertiv position peaked at $265M in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Axiom Investors's 13F filing for Q2 2025, filed 7 Aug 2025.