KWM
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Kingsview Wealth Management’s Vertiv VRT Stock Holding History

Kingsview Wealth Management’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 		$1.98M Buy
7,901
+689
+10% +$153K 0.03% 514
2025
Q4 		$1.17M Sell
7,212
-1,267
-15% -$220K 0.02% 595
2025
Q3 		$1.28M Buy
8,479
+1,982
+31% +$264K 0.02% 548
2025
Q2 		$834K Sell
6,497
-208
-3% -$20.2K 0.01% 633
2025
Q1 		$484K Buy
6,705
+832
+14% +$88.6K 0.01% 732
2024
Q4 		$667K Buy
5,873
+2,219
+61% +$263K 0.01% 659
2024
Q3 		$364K Sell
3,654
-90
-2% -$7.46K 0.01% 815
2024
Q2 		$324K Buy
+3,744
New +$341K 0.01% 809

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's VRT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Vertiv (VRT) stake by 9.6% in Q1 2026, buying an estimated $153K and bringing the position to 7,901 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #514.

Kingsview Wealth Management first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Kingsview Wealth Management held 7,901 shares of Vertiv worth $1.98M as of Q1 2026.
  • Kingsview Wealth Management bought 689 Vertiv shares in Q1 2026, an estimated $153K.
  • Vertiv made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #514 holding.
  • Kingsview Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.