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	$33.5K	Buy	+100	New	+$31.7K	0.01%	227

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.