Caldwell Investment Management’s Vertiv VRT Stock Holding History

Caldwell Investment 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
2026 Q1	$844K	Buy	+3,600	New	+$799K	0.33%	46
2025 Q3	–	Sell	-8,700	Closed	-$1.12M	–	32
2025 Q2	$1.12M	Buy	+8,700	New	+$846K	0.97%	19
2025 Q1	–	Sell	-16,700	Closed	-$1.94M	–	39
2024 Q4	$1.94M	Buy	16,700 +6,700	+67%	+$796K	1.31%	15
2024 Q3	$984K	Sell	10,000 -5,000	-33%	-$414K	0.69%	28
2024 Q2	$1.3M	Buy	+15,000	New	+$1.37M	0.98%	24

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

Caldwell Investment Management's VRT Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Vertiv (VRT) in Q1 2026: 3,600 shares worth $844K. The stake represents 0.33% of the portfolio and ranks #46 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in VRT as recently as Q2 2025.

Caldwell Investment Management first reported a position in VRT in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2024. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Caldwell Investment Management held 3,600 shares of Vertiv worth $844K as of Q1 2026.
Vertiv was a new Caldwell Investment Management position in Q1 2026.
Vertiv made up 0.33% of Caldwell Investment Management's portfolio in Q1 2026, its #46 holding.
Caldwell Investment Management first reported a position in Vertiv in Q2 2024 and has held it in 5 quarters since.
Caldwell Investment Management's Vertiv position peaked at $1.94M in Q4 2024.
1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.