O'Neil Global Advisors’s Vertiv VRT Stock Holding History

O'Neil Global Advisors’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 Q1	–	Sell	-26,631	Closed	-$3.03M	–	45
2024 Q4	$3.03M	Sell	26,631 -51,364	-66%	-$6.1M	0.88%	11
2024 Q3	$7.76M	Buy	77,995 +60,471	+345%	+$5.01M	1.98%	9
2024 Q2	$1.52M	Sell	17,524 -100,026	-85%	-$9.11M	0.71%	22
2024 Q1	$9.6M	Sell	117,550 -1,634	-1%	-$103K	11.84%	2
2023 Q4	$5.72M	Sell	119,184 -30,893	-21%	-$1.32M	3.33%	8
2023 Q3	$5.58M	Buy	+150,077	New	+$4.95M	5.06%	6

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

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

O'Neil Global Advisors's VRT Position: Q1 2025 in Review

O'Neil Global Advisors sold out of Vertiv (VRT) in Q1 2025, closing a stake of 26,631 shares — an estimated $3.03M sold.

O'Neil Global Advisors first reported a position in VRT in Q3 2023 and held it in 6 quarters. The position peaked at $9.6M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

O'Neil Global Advisors reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
O'Neil Global Advisors sold 26,631 Vertiv shares in Q1 2025, an estimated $3.03M.
O'Neil Global Advisors first reported a position in Vertiv in Q3 2023 and held it in 6 quarters.
O'Neil Global Advisors's Vertiv position peaked at $9.6M in Q1 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on O'Neil Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.