KIG
VRT icon

Kessler Investment Group’s Vertiv VRT Stock Holding History

Kessler 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
Q3 		$7.92M Sell
32,833
-1,124
-3% -$306K 3.82% 8
2026
Q2 		$11.4M Sell
33,957
-2,238
-6% -$710K 4.85% 5
2026
Q1 		$9.07M Sell
36,195
-7,726
-18% -$1.72M 4.29% 3
2025
Q4 		$7.12M Buy
43,921
+626
+1% +$109K 3% 15
2025
Q3 		$6.53M Buy
+43,295
New +$5.78M 2.8% 16

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kessler Investment Group's VRT Position: Q3 2026 in Review

Kessler Investment Group reduced its Vertiv (VRT) stake by 3.3% in Q3 2026, selling an estimated $306K and leaving 32,833 shares worth $7.92M. The position accounts for 3.82% of the portfolio, ranked #8.

Kessler Investment Group first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q2 2026. 62 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Kessler Investment Group held 32,833 shares of Vertiv worth $7.92M as of Q3 2026.
  • Kessler Investment Group sold 1,124 Vertiv shares in Q3 2026, an estimated $306K.
  • Vertiv made up 3.82% of Kessler Investment Group's portfolio in Q3 2026, its #8 holding.
  • Kessler Investment Group first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Kessler Investment Group's Vertiv position peaked at $11.4M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Kessler Investment Group's 13F filing for Q3 2026, filed 8 Oct 2026.