Kingdom Financial Group
VRT icon

Kingdom Financial Group’s Vertiv VRT Stock Holding History

Kingdom Financial Group’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
Q3 		$299K Sell
1,239
-575
-32% -$157K 0.08% 124
2026
Q2 		$608K Buy
1,814
+457
+34% +$145K 0.16% 68
2026
Q1 		$340K Sell
1,357
-320
-19% -$71K 0.1% 101
2025
Q4 		$272K Buy
+1,677
New +$291K 0.08% 127

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kingdom Financial Group's VRT Position: Q3 2026 in Review

Kingdom Financial Group reduced its Vertiv (VRT) stake by 32% in Q3 2026, selling an estimated $157K and leaving 1,239 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #124.

Kingdom Financial Group first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $608K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Kingdom Financial Group held 1,239 shares of Vertiv worth $299K as of Q3 2026.
  • Kingdom Financial Group sold 575 Vertiv shares in Q3 2026, an estimated $157K.
  • Vertiv made up 0.08% of Kingdom Financial Group's portfolio in Q3 2026, its #124 holding.
  • Kingdom Financial Group first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Vertiv position peaked at $608K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.