YCM
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Yaupon Capital Management’s Vertiv VRT Stock Holding History

Yaupon 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
2025
Q3 		– Sell
-200,000
Closed -$25.7M – 160
2025
Q2 		$25.7M Buy
+200,000
New +$19.4M 1.15% 36
2025
Q1 		– Sell
-100,000
Closed -$11.4M – 138
2024
Q4 		$11.4M Buy
+100,000
New +$11.9M 0.47% 69

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yaupon Capital Management's VRT Position: Q4 2025 in Review

Yaupon Capital Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 87,307 shares — an estimated $13.2M sold.

Yaupon Capital Management first reported a position in VRT in Q3 2025 and held it in 1 quarter. The position peaked at $13.2M in Q3 2025. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Yaupon Capital Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 87,307 Vertiv shares in Q4 2025, an estimated $13.2M.
  • Yaupon Capital Management first reported a position in Vertiv in Q3 2025 and held it in 1 quarter.
  • Yaupon Capital Management's Vertiv position peaked at $13.2M in Q3 2025.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.