BWC
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Whale Capital's VRT Position: Q2 2026 in Review

Blue Whale Capital reduced its Vertiv (VRT) stake by 7.8% in Q2 2026, selling an estimated $11.4M and leaving 420,515 shares worth $141M. The position accounts for 4.47% of the portfolio, ranked #7.

Blue Whale Capital first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $146M in Q4 2025. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Blue Whale Capital held 420,515 shares of Vertiv worth $141M as of Q2 2026.
  • Blue Whale Capital sold 35,793 Vertiv shares in Q2 2026, an estimated $11.4M.
  • Vertiv made up 4.47% of Blue Whale Capital's portfolio in Q2 2026, its #7 holding.
  • Blue Whale Capital first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Blue Whale Capital's Vertiv position peaked at $146M in Q4 2025.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.