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Darsana Capital Partners’s Vertiv VRT Stock Holding History

Darsana Capital Partners’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
Q2 		$82M Sell
244,906
-755,094
-76% -$239M 0.37% 15
2026
Q1 		$251M Sell
1,000,000
-500,000
-33% -$111M 5.34% 10
2025
Q4 		$243M Buy
+1,500,000
New +$260M 4.84% 10

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Darsana Capital Partners's VRT Position: Q2 2026 in Review

Darsana Capital Partners reduced its Vertiv (VRT) stake by 76% in Q2 2026, selling an estimated $239M and leaving 244,906 shares worth $82M. The position accounts for 0.37% of the portfolio, ranked #15.

Darsana Capital Partners first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $251M in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Darsana Capital Partners held 244,906 shares of Vertiv worth $82M as of Q2 2026.
  • Darsana Capital Partners sold 755,094 Vertiv shares in Q2 2026, an estimated $239M.
  • Vertiv made up 0.37% of Darsana Capital Partners's portfolio in Q2 2026, its #15 holding.
  • Darsana Capital Partners first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • Darsana Capital Partners's Vertiv position peaked at $251M in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.