KCFA
VRT icon

Key Client Fiduciary Advisors’s Vertiv VRT Stock Holding History

Key Client Fiduciary 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 		$2.41M Sell
7,191
-914
-11% -$290K 0.69% 30
2026
Q1 		$2.03M Buy
8,105
+285
+4% +$63.3K 0.69% 31
2025
Q4 		$1.27M Buy
7,820
+199
+3% +$34.5K 0.43% 54
2025
Q3 		$1.15M Buy
7,621
+77
+1% +$10.3K 0.38% 55
2025
Q2 		$969K Buy
7,544
+615
+9% +$59.8K 0.39% 58
2025
Q1 		$500K Buy
6,929
+3,410
+97% +$363K 0.23% 102
2024
Q4 		$400K Buy
3,519
+340
+11% +$40.4K 0.18% 119
2024
Q3 		$316K Buy
+3,179
New +$264K 0.14% 143

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return