Callan Family Office’s Vertiv VRT Stock Holding History

Callan Family Office’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	$3.4M	Sell	13,553 -421	-3%	-$93.5K	0.08%	251
2025 Q4	$2.26M	Buy	13,974 +1,730	+14%	+$300K	0.05%	329
2025 Q3	$1.85M	Sell	12,244 -11,485	-48%	-$1.53M	0.06%	275
2025 Q2	$3.05M	Buy	23,729 +11,199	+89%	+$1.09M	0.1%	219
2025 Q1	$905K	Buy	12,530 +303	+2%	+$32.3K	0.07%	232
2024 Q4	$1.39M	Sell	12,227 -2,762	-18%	-$328K	0.09%	193
2024 Q3	$1.49M	Buy	14,989 +137	+0.9%	+$11.4K	0.25%	47
2024 Q2	$1.29M	Buy	+14,852	New	+$1.35M	0.25%	47

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

Callan Family Office's VRT Position: Q1 2026 in Review

Callan Family Office reduced its Vertiv (VRT) stake by 3% in Q1 2026, selling an estimated $93.5K and leaving 13,553 shares worth $3.4M. The position accounts for 0.08% of the portfolio, ranked #251.

Callan Family Office first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Callan Family Office held 13,553 shares of Vertiv worth $3.4M as of Q1 2026.
Callan Family Office sold 421 Vertiv shares in Q1 2026, an estimated $93.5K.
Vertiv made up 0.08% of Callan Family Office's portfolio in Q1 2026, its #251 holding.
Callan Family Office first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.