Zimmer Partners’s Vertiv VRT Stock Holding History

Zimmer Partners’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	-135,800	Closed	-$22M	–	155
2025 Q4	$22M	Buy	135,800 +85,800	+172%	+$14.9M	0.58%	40
2025 Q3	$7.54M	Sell	50,000 -15,000	-23%	-$2M	0.18%	89
2025 Q2	$8.35M	Sell	65,000 -85,000	-57%	-$8.27M	0.19%	87
2025 Q1	$10.8M	Buy	150,000 +100,000	+200%	+$10.6M	0.22%	82
2024 Q4	$5.68M	Buy	50,000 +15,000	+43%	+$1.78M	0.1%	99
2024 Q3	$3.48M	Sell	35,000 -65,000	-65%	-$5.39M	0.07%	115
2024 Q2	$8.66M	Buy	100,000 +70,000	+233%	+$6.37M	0.17%	87
2024 Q1	$2.45M	Buy	+30,000	New	+$1.89M	0.05%	108

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return