Blue Door Asset Management’s Vertiv VRT Stock Holding History

Blue Door Asset Management’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 Q3	–	Sell	-86,700	Closed	-$11.1M	–	28
2025 Q2	$11.1M	Buy	+86,700	New	+$8.43M	5.76%	8

Other funds holding VRT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Door Asset Management's VRT Position: Q1 2026 in Review

Blue Door Asset Management sold out of Vertiv (VRT) in Q1 2026, closing a stake of 41,591 shares — an estimated $6.74M sold.

Blue Door Asset Management first reported a position in VRT in Q4 2021 and held it in 17 quarters. The position peaked at $19.5M in Q4 2024. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Blue Door Asset Management reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Blue Door Asset Management sold 41,591 Vertiv shares in Q1 2026, an estimated $6.74M.
Blue Door Asset Management first reported a position in Vertiv in Q4 2021 and held it in 17 quarters.
Blue Door Asset Management's Vertiv position peaked at $19.5M in Q4 2024.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Blue Door Asset Management's 13F filing for Q1 2026, filed 15 May 2026.