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	–	Sell	-75,000	Closed	-$1.36M	–	320
2025 Q3	$1.36M	Buy	+75,000	New	+$10M	0.04%	164

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

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.