UOC
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UBS O'Connor’s Vertiv VRT Stock Holding History

UBS O'Connor’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 		$3.57M Buy
22,057
+657
+3% +$114K 0.1% 70
2025
Q3 		$3.23M Buy
+21,400
New +$2.85M 0.1% 92
2024
Q4 		– Sell
-20,340
Closed -$2.02M – 583
2024
Q3 		$2.02M Buy
20,340
+9,340
+85% +$774K 0.05% 170
2024
Q2 		$952K Sell
11,000
-54,300
-83% -$4.94M 0.03% 304
2024
Q1 		$5.33M Buy
65,300
+11,900
+22% +$748K 0.15% 81
2023
Q4 		$2.56M Buy
+53,400
New +$2.27M 0.08% 143
2020
Q2 		– Sell
-1,274,988
Closed -$11M – 437
2020
Q1 		$11M Buy
1,274,988
+499,988
+65% +$5.52M 0.23% 92
2019
Q4 		$8.55M Buy
+775,000
New +$8.09M 0.24% 81

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

UBS O'Connor's VRT Position: Q4 2025 in Review

UBS O'Connor increased its Vertiv (VRT) stake by 3.1% in Q4 2025, buying an estimated $114K and bringing the position to 22,057 shares worth $3.57M. The position accounts for 0.1% of the portfolio, ranked #70.

UBS O'Connor first reported a position in VRT in Q4 2019 and has held it in 8 quarters since. The position peaked at $11M in Q1 2020. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • UBS O'Connor held 22,057 shares of Vertiv worth $3.57M as of Q4 2025.
  • UBS O'Connor bought 657 Vertiv shares in Q4 2025, an estimated $114K.
  • Vertiv made up 0.1% of UBS O'Connor's portfolio in Q4 2025, its #70 holding.
  • UBS O'Connor first reported a position in Vertiv in Q4 2019 and has held it in 8 quarters since.
  • UBS O'Connor's Vertiv position peaked at $11M in Q1 2020.
  • 1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.