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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
Q2 		$6.77M Buy
20,233
+6,046
+43% +$1.92M 0.07% 269
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
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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's VRT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vertiv (VRT) stake by 43% in Q2 2026, buying an estimated $1.92M and bringing the position to 20,233 shares worth $6.77M. The position accounts for 0.07% of the portfolio, ranked #269.

Kestra Private Wealth Services first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Kestra Private Wealth Services held 20,233 shares of Vertiv worth $6.77M as of Q2 2026.
  • Kestra Private Wealth Services bought 6,046 Vertiv shares in Q2 2026, an estimated $1.92M.
  • Vertiv made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #269 holding.
  • Kestra Private Wealth Services first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.