Gallo Partners’s Vertiv VRT Stock Holding History

Gallo 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
2025 Q2	–	Sell	-6,735	Closed	-$486K	–	83
2025 Q1	$486K	Sell	6,735 -9,338	-58%	-$994K	0.32%	51
2024 Q4	$1.83M	Buy	+16,073	New	+$1.91M	1.34%	34

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gallo Partners's VRT Position: Q2 2025 in Review

Gallo Partners sold out of Vertiv (VRT) in Q2 2025, closing a stake of 6,735 shares — an estimated $486K sold.

Gallo Partners first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $1.83M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

Gallo Partners reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
Gallo Partners sold 6,735 Vertiv shares in Q2 2025, an estimated $486K.
Gallo Partners first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
Gallo Partners's Vertiv position peaked at $1.83M in Q4 2024.
1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Gallo Partners's 13F filing for Q2 2025, filed 14 Aug 2025.