EdgeRock Capital’s Vertiv VRT Stock Holding History

EdgeRock Capital’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	$1.45M	Sell	5,763 -2,279	-28%	-$506K	0.39%	33
2025 Q4	$1.3M	Sell	8,042 -737	-8%	-$128K	0.35%	34
2025 Q3	$1.32M	Sell	8,779 -1,230	-12%	-$164K	0.37%	31
2025 Q2	$1.29M	Buy	10,009 +229	+2%	+$22.3K	0.41%	32
2025 Q1	$706K	Buy	9,780 +1,548	+19%	+$165K	0.5%	30
2024 Q4	$935K	Buy	8,232 +694	+9%	+$82.4K	0.61%	24
2024 Q3	$750K	Buy	7,538 +984	+15%	+$81.6K	0.53%	28
2024 Q2	$567K	Hold	6,554	–	–	0.44%	28
2024 Q1	$535K	Buy	6,554 +2,793	+74%	+$175K	0.43%	32
2023 Q4	$231K	Buy	+3,761	New	+$160K	0.17%	54

Other funds holding VRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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