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Cavalier Investments’s Vertiv VRT Stock Holding History

Cavalier Investments’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
-2,496
Closed -$221K – 113
2025
Q3 		$221K Buy
2,496
+124
+5% +$16.5K 0.02% 97
2025
Q2 		$305K Buy
+2,372
New +$231K 0.09% 65
2025
Q1 		– Sell
-2,422
Closed -$275K – 87
2024
Q4 		$275K Sell
2,422
-28,994
-92% -$3.44M 0.09% 73
2024
Q3 		$3.13M Sell
31,416
-19,078
-38% -$1.58M 0.96% 26
2024
Q2 		$4.37M Buy
+50,494
New +$4.6M 1.35% 17

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cavalier Investments's VRT Position: Q4 2025 in Review

Cavalier Investments sold out of Vertiv (VRT) in Q4 2025, closing a stake of 2,496 shares — an estimated $221K sold.

Cavalier Investments first reported a position in VRT in Q2 2024 and held it in 5 quarters. The position peaked at $4.37M in Q2 2024. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Cavalier Investments reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Cavalier Investments sold 2,496 Vertiv shares in Q4 2025, an estimated $221K.
  • Cavalier Investments first reported a position in Vertiv in Q2 2024 and held it in 5 quarters.
  • Cavalier Investments's Vertiv position peaked at $4.37M in Q2 2024.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Cavalier Investments's 13F filing for Q4 2025, filed 13 Feb 2026.