Hexagon Capital Partners’s Vertiv VRT Stock Holding History

Hexagon 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 Q1	$352K	Buy	+1,406	New	+$312K	0.05%	171
2025 Q2	–	Sell	-1,506	Closed	-$109K	–	1692
2025 Q1	$109K	Sell	1,506 -666	-31%	-$70.9K	0.02%	308
2024 Q4	$247K	Buy	2,172 +770	+55%	+$91.4K	0.04%	183
2024 Q3	$139K	Buy	1,402 +668	+91%	+$55.4K	0.03%	262
2024 Q2	$63.5K	Sell	734 -408	-36%	-$37.1K	0.01%	381
2024 Q1	$93.3K	Sell	1,142 -494	-30%	-$31K	0.02%	317
2023 Q4	$78.6K	Sell	1,636 -154	-9%	-$6.56K	0.02%	330
2023 Q3	$66.6K	Buy	1,790 +88	+5%	+$2.9K	0.02%	313
2023 Q2	$42.2K	Sell	1,702 -200	-11%	-$3.43K	0.01%	411
2023 Q1	$27.2K	Sell	1,902 -500	-21%	-$7.34K	0.01%	468
2022 Q4	$32.8K	Sell	2,402 -98	-4%	-$1.31K	0.01%	432
2022 Q3	$24K	Buy	2,500 +400	+19%	+$4.49K	0.01%	549
2022 Q2	$17K	Buy	+2,100	New	+$23.8K	0.01%	572

Other funds holding VRT

BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return