Blue Whale Capital
VRT icon

Blue Whale Capital’s Vertiv VRT Stock Holding History

Blue Whale 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
Q3 		$166M Buy
689,666
+269,151
+64% +$73.3M 5.18% 10
2026
Q2 		$141M Sell
420,515
-35,793
-8% -$11.4M 4.47% 7
2026
Q1 		$114M Sell
456,308
-442,543
-49% -$98.2M 5.44% 7
2025
Q4 		$146M Buy
898,851
+206,832
+30% +$35.9M 7.47% 4
2025
Q3 		$104M Buy
692,019
+183,078
+36% +$24.4M 5.77% 5
2025
Q2 		$65.4M Sell
508,941
-223,177
-30% -$21.7M 4.28% 10
2025
Q1 		$52.9M Buy
732,118
+165,172
+29% +$17.6M 4.28% 10
2024
Q4 		$64.4M Sell
566,946
-372,655
-40% -$44.2M 4.78% 9
2024
Q3 		$93.5M Buy
+939,601
New +$77.9M 7.28% 4

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Whale Capital's VRT Position: Q3 2026 in Review

Blue Whale Capital increased its Vertiv (VRT) stake by 64% in Q3 2026, buying an estimated $73.3M and bringing the position to 689,666 shares worth $166M. The position accounts for 5.18% of the portfolio, ranked #10.

Blue Whale Capital first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Blue Whale Capital held 689,666 shares of Vertiv worth $166M as of Q3 2026.
  • Blue Whale Capital bought 269,151 Vertiv shares in Q3 2026, an estimated $73.3M.
  • Vertiv made up 5.18% of Blue Whale Capital's portfolio in Q3 2026, its #10 holding.
  • Blue Whale Capital first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Blue Whale Capital's 13F filing for Q3 2026, filed 13 Nov 2026.