Boreal Capital Management’s Vertiv VRT Stock Holding History

Boreal Capital 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 Q4	–	Sell	-25	Closed	-$3.77K	–	534
2025 Q3	$3.77K	Sell	25 -45	-64%	-$6K	﹤0.01%	453
2025 Q2	$8.99K	Buy	+70	New	+$6.81K	0.01%	354

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Boreal Capital Management's VRT Position: Q4 2025 in Review

Boreal Capital Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 25 shares — an estimated $3.77K sold.

Boreal Capital Management first reported a position in VRT in Q2 2025 and held it in 2 quarters. The position peaked at $8.99K in Q2 2025. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Boreal Capital Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Boreal Capital Management sold 25 Vertiv shares in Q4 2025, an estimated $3.77K.
Boreal Capital Management first reported a position in Vertiv in Q2 2025 and held it in 2 quarters.
Boreal Capital Management's Vertiv position peaked at $8.99K in Q2 2025.
1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Boreal Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.