Key Client Fiduciary Advisors’s Vertiv VRT Stock Holding History

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

Key Client Fiduciary Advisors's VRT Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $290K and leaving 7,191 shares worth $2.41M. The position accounts for 0.69% of the portfolio, ranked #30.

Key Client Fiduciary Advisors first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Key Client Fiduciary Advisors held 7,191 shares of Vertiv worth $2.41M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 914 Vertiv shares in Q2 2026, an estimated $290K.
  • Vertiv made up 0.69% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #30 holding.
  • Key Client Fiduciary Advisors first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.