CCM
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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
2026
Q1 		$1.25M Buy
+5,000
New +$1.11M 1.03% 27
2025
Q1 		– Sell
-20,000
Closed -$2.27M – 52
2024
Q4 		$2.27M Buy
+20,000
New +$2.37M 1.15% 35
2024
Q2 		– Sell
-35,000
Closed -$2.86M – 38
2024
Q1 		$2.86M Buy
+35,000
New +$2.2M 1.75% 22

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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.