KIG
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Kennedy Investment Group’s Vertiv VRT Stock Holding History

Kennedy Investment Group’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 		$3.01M Sell
9,002
-16
-0.2% -$5.07K 1.02% 24
2026
Q1 		$2.26M Sell
9,018
-454
-5% -$101K 0.88% 28
2025
Q4 		$1.53M Sell
9,472
-6,022
-39% -$1.05M 0.58% 40
2025
Q3 		$2.34M Sell
15,494
-3,023
-16% -$403K 0.93% 24
2025
Q2 		$2.38M Buy
18,517
+1,376
+8% +$134K 1.01% 25
2025
Q1 		$1.24M Buy
17,141
+2,941
+21% +$313K 0.57% 49
2024
Q4 		$1.61M Sell
14,200
-500
-3% -$59.4K 0.73% 31
2024
Q3 		$1.46M Buy
+14,700
New +$1.22M 0.67% 36

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

Kennedy Investment Group's VRT Position: Q2 2026 in Review

Kennedy Investment Group reduced its Vertiv (VRT) stake by 0.18% in Q2 2026, selling an estimated $5.07K and leaving 9,002 shares worth $3.01M. The position accounts for 1.02% of the portfolio, ranked #24.

Kennedy Investment Group first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Kennedy Investment Group held 9,002 shares of Vertiv worth $3.01M as of Q2 2026.
  • Kennedy Investment Group sold 16 Vertiv shares in Q2 2026, an estimated $5.07K.
  • Vertiv made up 1.02% of Kennedy Investment Group's portfolio in Q2 2026, its #24 holding.
  • Kennedy Investment Group first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.