Blue Whale Capital’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$65.4M	Sell	508,941 -223,177	-30%	-$28.7M	4.28%	10
2025 Q1	$52.9M	Buy	732,118 +165,172	+29%	+$11.9M	4.28%	10
2024 Q4	$64.4M	Sell	566,946 -372,655	-40%	-$42.3M	4.78%	9
2024 Q3	$93.5M	Buy	+939,601	New	+$93.5M	7.28%	4