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
2023 Q3	–	Sell	-550,000	Closed	-$13.6M	–	130
2023 Q2	$13.6M	Buy	+550,000	New	+$9.44M	1.12%	27

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

Sandler Capital Management's VRT Position: Q4 2025 in Review

Sandler Capital Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 14,831 shares — an estimated $2.24M sold.

Sandler Capital Management first reported a position in VRT in Q3 2023 and held it in 5 quarters. The position peaked at $18.8M in Q4 2023. 1,611 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Sandler Capital Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Sandler Capital Management sold 14,831 Vertiv shares in Q4 2025, an estimated $2.24M.
Sandler Capital Management first reported a position in Vertiv in Q3 2023 and held it in 5 quarters.
Sandler Capital Management's Vertiv position peaked at $18.8M in Q4 2023.
1,611 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

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