Candelo Capital Management’s Vertiv VRT Stock Holding History

Candelo 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	-15,500	Closed	-$2.34M	–	41
2025 Q3	$2.34M	Sell	15,500 -16,068	-51%	-$2.14M	2.02%	24
2025 Q2	$4.05M	Buy	+31,568	New	+$3.07M	3.67%	15
2025 Q1	–	Sell	-41,475	Closed	-$4.71M	–	51
2024 Q4	$4.71M	Sell	41,475 -200	-0.5%	-$23.7K	2.38%	26
2024 Q3	$4.15M	Sell	41,675 -3,200	-7%	-$265K	2.32%	25
2024 Q2	$3.88M	Sell	44,875 -29,200	-39%	-$2.66M	2.61%	20
2024 Q1	$6.05M	Sell	74,075 -38,018	-34%	-$2.39M	3.71%	12
2023 Q4	$5.38M	Buy	+112,093	New	+$4.77M	4.22%	10

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

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

Candelo Capital Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 15,500 shares — an estimated $2.34M sold.

Candelo Capital Management first reported a position in VRT in Q4 2023 and held it in 7 quarters. The position peaked at $6.05M in Q1 2024. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Candelo Capital Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Candelo Capital Management sold 15,500 Vertiv shares in Q4 2025, an estimated $2.34M.
Candelo Capital Management first reported a position in Vertiv in Q4 2023 and held it in 7 quarters.
Candelo Capital Management's Vertiv position peaked at $6.05M in Q1 2024.
1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

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