Sandler Capital Management’s Vertiv VRT Stock Holding History

Sandler 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
2026 Q2	$761K	Buy	+2,273	New	+$721K	0.38%	97
2025 Q4	–	Sell	-14,831	Closed	-$2.24M	–	198
2025 Q3	$2.24M	Sell	14,831 -532	-3%	-$71K	0.66%	57
2025 Q2	$1.97M	Buy	+15,363	New	+$1.49M	0.53%	73
2025 Q1	–	Sell	-42,991	Closed	-$4.88M	–	180
2024 Q4	$4.88M	Buy	+42,991	New	+$5.1M	0.51%	81
2024 Q1	–	Sell	-391,990	Closed	-$18.8M	–	173
2023 Q4	$18.8M	Sell	391,990 -64,820	-14%	-$2.76M	1.56%	18
2023 Q3	$17M	Buy	+456,810	New	+$15.1M	1.75%	13

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sandler Capital Management's VRT Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Vertiv (VRT) in Q2 2026: 2,273 shares worth $761K. The stake represents 0.38% of the portfolio and ranks #97 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in VRT as recently as Q3 2025.

Sandler Capital Management first reported a position in VRT in Q3 2023 and has held it in 6 quarters since. The position peaked at $18.8M in Q4 2023. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Sandler Capital Management held 2,273 shares of Vertiv worth $761K as of Q2 2026.
Vertiv was a new Sandler Capital Management position in Q2 2026.
Vertiv made up 0.38% of Sandler Capital Management's portfolio in Q2 2026, its #97 holding.
Sandler Capital Management first reported a position in Vertiv in Q3 2023 and has held it in 6 quarters since.
Sandler Capital Management's Vertiv position peaked at $18.8M in Q4 2023.
2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.