DCM
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Dilation Capital Management’s Vertiv VRT Stock Holding History

Dilation 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
Q2 		– Sell
-69,180
Closed -$4.99M – 23
2025
Q1 		$4.99M Buy
69,180
+28,992
+72% +$3.09M 6.07% 9
2024
Q4 		$4.57M Buy
+40,188
New +$4.77M 4.21% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dilation Capital Management's VRT Position: Q2 2025 in Review

Dilation Capital Management sold out of Vertiv (VRT) in Q2 2025, closing a stake of 69,180 shares — an estimated $4.99M sold.

Dilation Capital Management first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $4.99M in Q1 2025. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Dilation Capital Management reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Dilation Capital Management sold 69,180 Vertiv shares in Q2 2025, an estimated $4.99M.
  • Dilation Capital Management first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
  • Dilation Capital Management's Vertiv position peaked at $4.99M in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Dilation Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.