Bayforest Capital’s Vertiv VRT Stock Holding History

Bayforest Capital’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	–	Sell	-661	Closed	-$166K	–	1230
2026 Q1	$166K	Sell	661 -2,384	-78%	-$529K	0.19%	176
2025 Q4	$493K	Sell	3,045 -1,473	-33%	-$256K	0.37%	31
2025 Q3	$682K	Buy	4,518 +2,987	+195%	+$398K	0.32%	65
2025 Q2	$197K	Sell	1,531 -706	-32%	-$68.7K	0.09%	386
2025 Q1	$162K	Buy	2,237 +1,352	+153%	+$144K	0.07%	426
2024 Q4	$101K	Buy	+885	New	+$105K	0.13%	308

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayforest Capital's VRT Position: Q2 2026 in Review

Bayforest Capital sold out of Vertiv (VRT) in Q2 2026, closing a stake of 661 shares — an estimated $166K sold.

Bayforest Capital first reported a position in VRT in Q4 2024 and held it in 6 quarters. The position peaked at $682K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Bayforest Capital reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 661 Vertiv shares in Q2 2026, an estimated $166K.
Bayforest Capital first reported a position in Vertiv in Q4 2024 and held it in 6 quarters.
Bayforest Capital's Vertiv position peaked at $682K in Q3 2025.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.