Stance Capital’s Vertiv VRT Stock Holding History

Stance 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
2025 Q4	–	Sell	-9,965	Closed	-$1.5M	–	293
2025 Q3	$1.5M	Sell	9,965 -1,635	-14%	-$218K	0.55%	47
2025 Q2	$1.49M	Buy	+11,600	New	+$1.13M	0.56%	57
2025 Q1	–	Sell	-1,396	Closed	-$159K	–	264
2024 Q4	$159K	Buy	+1,396	New	+$166K	0.1%	124

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

Stance Capital's VRT Position: Q4 2025 in Review

Stance Capital sold out of Vertiv (VRT) in Q4 2025, closing a stake of 9,965 shares — an estimated $1.5M sold.

Stance Capital first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $1.5M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Stance Capital reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Stance Capital sold 9,965 Vertiv shares in Q4 2025, an estimated $1.5M.
Stance Capital first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
Stance Capital's Vertiv position peaked at $1.5M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Stance Capital's 13F filing for Q4 2025, filed 17 Mar 2026.