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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
Q2 		$28.4M Sell
84,860
-149
-0.2% -$47.3K 0.84% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

KCM Investment Advisors's VRT Position: Q2 2026 in Review

KCM Investment Advisors reduced its Vertiv (VRT) stake by 0.18% in Q2 2026, selling an estimated $47.3K and leaving 84,860 shares worth $28.4M. The position accounts for 0.84% of the portfolio, ranked #37.

KCM Investment Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • KCM Investment Advisors held 84,860 shares of Vertiv worth $28.4M as of Q2 2026.
  • KCM Investment Advisors sold 149 Vertiv shares in Q2 2026, an estimated $47.3K.
  • Vertiv made up 0.84% of KCM Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • KCM Investment Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.