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TwinBeech Capital’s Vertiv VRT Stock Holding History

TwinBeech 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
Q1 		– Sell
-1,250
Closed -$203K – 850
2025
Q4 		$203K Sell
1,250
-637
-34% -$111K 0.01% 539
2025
Q3 		$285K Sell
1,887
-367
-16% -$49K 0.01% 476
2025
Q2 		$289K Sell
2,254
-914,645
-100% -$88.9M 0.01% 559
2025
Q1 		$66.2M Buy
+916,899
New +$97.6M 1.2% 5
2024
Q1 		– Sell
-158,150
Closed -$7.6M – 879
2023
Q4 		$7.6M Sell
158,150
-253,197
-62% -$10.8M 0.12% 210
2023
Q3 		$15.3M Buy
+411,347
New +$13.6M 0.29% 101
2023
Q2 		– Sell
-63,123
Closed -$903K – 881
2023
Q1 		$903K Sell
63,123
-190,982
-75% -$2.8M 0.02% 463
2022
Q4 		$3.47M Sell
254,105
-87,013
-26% -$1.16M 0.07% 337
2022
Q3 		$3.32M Sell
341,118
-126,855
-27% -$1.43M 0.09% 254
2022
Q2 		$3.85M Buy
+467,973
New +$5.3M 0.17% 152
2021
Q4 		– Sell
-159,497
Closed -$3.84M – 835
2021
Q3 		$3.84M Buy
+159,497
New +$4.24M 0.27% 111
2021
Q2 		– Sell
-76,249
Closed -$1.52M – 667
2021
Q1 		$1.52M Buy
76,249
+6,299
+9% +$127K 0.22% 138
2020
Q4 		$1.31M Buy
69,950
+38,826
+125% +$714K 0.21% 142
2020
Q3 		$539K Buy
+31,124
New +$487K 0.12% 245

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TwinBeech Capital's VRT Position: Q1 2026 in Review

TwinBeech Capital sold out of Vertiv (VRT) in Q1 2026, closing a stake of 1,250 shares — an estimated $203K sold.

TwinBeech Capital first reported a position in VRT in Q3 2020 and held it in 14 quarters. The position peaked at $66.2M in Q1 2025. 1,836 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • TwinBeech Capital reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 1,250 Vertiv shares in Q1 2026, an estimated $203K.
  • TwinBeech Capital first reported a position in Vertiv in Q3 2020 and held it in 14 quarters.
  • TwinBeech Capital's Vertiv position peaked at $66.2M in Q1 2025.
  • 1,836 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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