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KCM Investment Advisors’s Vertiv VRT Stock Holding History

KCM Investment Advisors’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 		$21.3M Sell
85,009
-1,420
-2% -$315K 0.71% 41
2025
Q4 		$14M Sell
86,429
-300
-0.3% -$52.1K 0.45% 51
2025
Q3 		$13.1M Buy
86,729
+1,597
+2% +$213K 0.42% 52
2025
Q2 		$10.9M Buy
85,132
+5,251
+7% +$511K 0.37% 58
2025
Q1 		$5.77M Buy
79,881
+36,051
+82% +$3.84M 0.21% 83
2024
Q4 		$4.98M Buy
43,830
+15,100
+53% +$1.79M 0.17% 97
2024
Q3 		$2.86M Buy
28,730
+4,595
+19% +$381K 0.1% 138
2024
Q2 		$2.09M Buy
24,135
+6,540
+37% +$595K 0.08% 147
2024
Q1 		$1.44M Buy
+17,595
New +$1.11M 0.05% 187

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM Investment Advisors's VRT Position: Q1 2026 in Review

KCM Investment Advisors reduced its Vertiv (VRT) stake by 1.6% in Q1 2026, selling an estimated $315K and leaving 85,009 shares worth $21.3M. The position accounts for 0.71% of the portfolio, ranked #41.

KCM Investment Advisors first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • KCM Investment Advisors held 85,009 shares of Vertiv worth $21.3M as of Q1 2026.
  • KCM Investment Advisors sold 1,420 Vertiv shares in Q1 2026, an estimated $315K.
  • Vertiv made up 0.71% of KCM Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • KCM Investment Advisors first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.