Kestra Private Wealth Services’s Vertiv VRT Stock Holding History

Kestra Private Wealth Services’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	$3.55M	Buy	14,187 +3,249	+30%	+$721K	0.04%	402
2025 Q4	$1.77M	Buy	10,938 +5,596	+105%	+$972K	0.02%	584
2025 Q3	$806K	Buy	5,342 +1,213	+29%	+$162K	0.01%	875
2025 Q2	$530K	Sell	4,129 -29	-0.7%	-$2.82K	0.01%	1008
2025 Q1	$300K	Sell	4,158 -3,156	-43%	-$336K	0.01%	1198
2024 Q4	$831K	Buy	7,314 +2,861	+64%	+$340K	0.01%	709
2024 Q3	$459K	Buy	4,453 +198	+5%	+$16.4K	0.01%	914
2024 Q2	$368K	Buy	4,255 +1,498	+54%	+$136K	0.01%	961
2024 Q1	$225K	Buy	+2,757	New	+$173K	0.01%	1127

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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 $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Private Wealth Services's VRT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vertiv (VRT) stake by 30% in Q1 2026, buying an estimated $721K and bringing the position to 14,187 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #402.

Kestra Private Wealth Services 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.

Kestra Private Wealth Services held 14,187 shares of Vertiv worth $3.55M as of Q1 2026.
Kestra Private Wealth Services bought 3,249 Vertiv shares in Q1 2026, an estimated $721K.
Vertiv made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #402 holding.
Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.