Seldon Capital’s Vertiv VRT Stock Holding History

Seldon Capital’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	$6.07M	Sell	18,128 -1,204	-6%	-$382K	1.9%	17
2026 Q1	$4.84M	Buy	19,332 +1,204	+7%	+$267K	1.78%	21
2025 Q4	$2.94M	Sell	18,128 -7,090	-28%	-$1.23M	1.02%	25
2025 Q3	$3.8M	Hold	25,218	–	–	1.34%	23
2025 Q2	$3.24M	Sell	25,218 -14,364	-36%	-$1.4M	1.41%	20
2025 Q1	$2.86M	Sell	39,582 -53,318	-57%	-$5.68M	1.8%	19
2024 Q4	$10.6M	Hold	92,900	–	–	4.32%	5
2024 Q3	$9.24M	Sell	92,900 -119,376	-56%	-$9.9M	5.21%	6
2024 Q2	$18.4M	Hold	212,276	–	–	10.04%	2
2024 Q1	$17.3M	Hold	212,276	–	–	10.5%	1
2023 Q4	$10.2M	Hold	212,276	–	–	7.4%	2
2023 Q3	$7.9M	Buy	212,276 +80,500	+61%	+$2.65M	6.79%	4
2023 Q2	$3.26M	Buy	+131,776	New	+$2.26M	3.04%	12

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

Seldon Capital's VRT Position: Q2 2026 in Review

Seldon Capital reduced its Vertiv (VRT) stake by 6.2% in Q2 2026, selling an estimated $382K and leaving 18,128 shares worth $6.07M. The position accounts for 1.9% of the portfolio, ranked #17.

Seldon Capital first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.4M in Q2 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Seldon Capital held 18,128 shares of Vertiv worth $6.07M as of Q2 2026.
Seldon Capital sold 1,204 Vertiv shares in Q2 2026, an estimated $382K.
Vertiv made up 1.9% of Seldon Capital's portfolio in Q2 2026, its #17 holding.
Seldon Capital first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
Seldon Capital's Vertiv position peaked at $18.4M in Q2 2024.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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