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Ratan Capital Management’s Vertiv VRT Stock Holding History

Ratan Capital 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
Q3 		– Sell
-71,652
Closed -$25.2M – 37
2025
Q2 		$25.2M Sell
71,652
-277,172
-79% -$27M 11.53% 1
2025
Q1 		$25.2M Sell
348,824
-173,261
-33% -$18.4M 8.13% 4
2024
Q4 		$59.3M Sell
522,085
-35,000
-6% -$4.16M 9.1% 3
2024
Q3 		$55.4M Sell
557,085
-7,433
-1% -$616K 14.94% 2
2024
Q2 		$48.9M Buy
564,518
+110,739
+24% +$10.1M 14.79% 2
2024
Q1 		$37.1M Buy
453,779
+19,900
+5% +$1.25M 19.7% 1
2023
Q4 		$20.8M Sell
433,879
-20,400
-4% -$869K 13.6% 1
2023
Q3 		$16.9M Sell
454,279
-6,999
-2% -$231K 12.79% 1
2023
Q2 		$11.4M Buy
461,278
+177,300
+62% +$3.04M 15.81% 1
2023
Q1 		$4.06M Sell
283,978
-130,000
-31% -$1.91M 10.8% 4
2022
Q4 		$5.66M Buy
413,978
+328,978
+387% +$4.39M 3.93% 7
2022
Q3 		$826K Hold
85,000
– – 1.96% 12
2022
Q2 		$699K Hold
85,000
– – 0.59% 22
2022
Q1 		$1.19M Sell
85,000
-1,178,902
-93% -$21M 0.83% 21
2021
Q4 		$31.6M Buy
1,263,902
+76,832
+6% +$1.92M 4.82% 4
2021
Q3 		$28.6M Sell
1,187,070
-1,164,355
-50% -$30.9M 3.69% 6
2021
Q2 		$64.2M Hold
2,351,425
– – 5.56% 1
2021
Q1 		$47M Buy
2,351,425
+740,650
+46% +$15M 5.16% 2
2020
Q4 		$30.1M Buy
1,610,775
+241,740
+18% +$4.45M 3.51% 3
2020
Q3 		$23.7M Hold
1,369,035
– – 3.5% 6
2020
Q2 		$18.6M Sell
1,369,035
-325,882
-19% -$3.8M 6.2% 3
2020
Q1 		$14.7M Sell
1,694,917
-309,249
-15% -$3.41M 6.84% 6
2019
Q4 		$22.1M Buy
+2,004,166
New +$20.9M 13.39% 2

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ratan Capital Management's VRT Position: Q3 2025 in Review

Ratan Capital Management sold out of Vertiv (VRT) in Q3 2025, closing a stake of 71,652 shares — an estimated $25.2M sold.

Ratan Capital Management first reported a position in VRT in Q4 2019 and held it in 23 quarters. The position peaked at $64.2M in Q2 2021. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Ratan Capital Management reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Ratan Capital Management sold 71,652 Vertiv shares in Q3 2025, an estimated $25.2M.
  • Ratan Capital Management first reported a position in Vertiv in Q4 2019 and held it in 23 quarters.
  • Ratan Capital Management's Vertiv position peaked at $64.2M in Q2 2021.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Ratan Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.