Bearing Point Capital’s Vertiv VRT Stock Holding History

Bearing Point 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
2025 Q2	–	Sell	-15,246	Closed	-$1.1M	–	176
2025 Q1	$1.1M	Buy	15,246 +7,139	+88%	+$760K	0.23%	84
2024 Q4	$921K	Buy	+8,107	New	+$963K	0.19%	91

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bearing Point Capital's VRT Position: Q2 2025 in Review

Bearing Point Capital sold out of Vertiv (VRT) in Q2 2025, closing a stake of 15,246 shares — an estimated $1.1M sold.

Bearing Point Capital first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q1 2025. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

Bearing Point Capital reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
Bearing Point Capital sold 15,246 Vertiv shares in Q2 2025, an estimated $1.1M.
Bearing Point Capital first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
Bearing Point Capital's Vertiv position peaked at $1.1M in Q1 2025.
1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Bearing Point Capital's 13F filing for Q2 2025, filed 7 Aug 2025.