Capital World Investors
VRT icon

Capital World Investors’s Vertiv VRT Stock Holding History

Capital World Investors’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
Q1 		– Sell
-11,438
Closed -$1.3M – 581
2024
Q4 		$1.3M Buy
11,438
+774
+7% +$91.9K ﹤0.01% 514
2024
Q3 		$1.06M Buy
+10,664
New +$884K ﹤0.01% 502
2020
Q4 		– Sell
-7,903,500
Closed -$137M – 581
2020
Q3 		$137M Buy
7,903,500
+7,351,649
+1,332% +$115M 0.03% 304
2020
Q2 		$7.26M Buy
+551,851
New +$6.43M ﹤0.01% 482

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors's VRT Position: Q1 2025 in Review

Capital World Investors sold out of Vertiv (VRT) in Q1 2025, closing a stake of 11,438 shares — an estimated $1.3M sold.

Capital World Investors first reported a position in VRT in Q2 2020 and held it in 4 quarters. The position peaked at $137M in Q3 2020. 1,149 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Capital World Investors reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Capital World Investors sold 11,438 Vertiv shares in Q1 2025, an estimated $1.3M.
  • Capital World Investors first reported a position in Vertiv in Q2 2020 and held it in 4 quarters.
  • Capital World Investors's Vertiv position peaked at $137M in Q3 2020.
  • 1,149 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.