Key Financial Inc’s Vertiv VRT Stock Holding History

Key Financial Inc’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	–	Sell	-2	Closed	-$324	–	1471
2025 Q4	$324	Hold	2	–	–	﹤0.01%	1352
2025 Q3	$323	Buy	+2	New	+$267	﹤0.01%	1369

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

Key Financial Inc's VRT Position: Q1 2026 in Review

Key Financial Inc sold out of Vertiv (VRT) in Q1 2026, closing a stake of 2 shares — an estimated $324 sold.

Key Financial Inc first reported a position in VRT in Q3 2025 and held it in 2 quarters. The position peaked at $324 in Q4 2025. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Key Financial Inc reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 2 Vertiv shares in Q1 2026, an estimated $324.
Key Financial Inc first reported a position in Vertiv in Q3 2025 and held it in 2 quarters.
Key Financial Inc's Vertiv position peaked at $324 in Q4 2025.
1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.