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Sone Capital Management’s Vertiv VRT Stock Holding History

Sone 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
Q1 		$3.44M Sell
13,710
-46,341
-77% -$10.3M 0.29% 83
2025
Q4 		$9.73M Sell
60,051
-21,408
-26% -$3.72M 0.79% 52
2025
Q3 		$12.3M Buy
81,459
+43,679
+116% +$5.83M 1.03% 39
2025
Q2 		$4.85M Buy
+37,780
New +$3.67M 0.45% 70

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sone Capital Management's VRT Position: Q1 2026 in Review

Sone Capital Management reduced its Vertiv (VRT) stake by 77% in Q1 2026, selling an estimated $10.3M and leaving 13,710 shares worth $3.44M. The position accounts for 0.29% of the portfolio, ranked #83.

Sone Capital Management first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.3M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Sone Capital Management held 13,710 shares of Vertiv worth $3.44M as of Q1 2026.
  • Sone Capital Management sold 46,341 Vertiv shares in Q1 2026, an estimated $10.3M.
  • Vertiv made up 0.29% of Sone Capital Management's portfolio in Q1 2026, its #83 holding.
  • Sone Capital Management first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • Sone Capital Management's Vertiv position peaked at $12.3M in Q3 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.