Monolith Management’s Vertiv VRT Stock Holding History

Monolith 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 Q4	–	Sell	-5,625	Closed	-$849K	–	30
2025 Q3	$849K	Buy	+5,625	New	+$750K	0.37%	13
2024 Q2	–	Sell	-210,500	Closed	-$17.2M	–	17
2024 Q1	$17.2M	Buy	+210,500	New	+$13.2M	6.82%	8

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Monolith Management's VRT Position: Q4 2025 in Review

Monolith Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 5,625 shares — an estimated $849K sold.

Monolith Management first reported a position in VRT in Q1 2024 and held it in 2 quarters. The position peaked at $17.2M in Q1 2024. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Monolith Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Monolith Management sold 5,625 Vertiv shares in Q4 2025, an estimated $849K.
Monolith Management first reported a position in Vertiv in Q1 2024 and held it in 2 quarters.
Monolith Management's Vertiv position peaked at $17.2M in Q1 2024.
1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Monolith Management's 13F filing for Q4 2025, filed 17 Feb 2026.