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Kingswood Wealth Advisors’s Vertiv VRT Stock Holding History

Kingswood Wealth 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 		$2.93M Sell
8,738
-490
-5% -$155K 0.12% 190
2026
Q1 		$2.31M Sell
9,228
-241
-3% -$53.5K 0.11% 211
2025
Q4 		$1.53M Sell
9,469
-2,134
-18% -$371K 0.07% 263
2025
Q3 		$1.75M Buy
11,603
+3,901
+51% +$520K 0.11% 200
2025
Q2 		$989K Sell
7,702
-408
-5% -$39.7K 0.08% 265
2025
Q1 		$586K Buy
8,110
+210
+3% +$22.4K 0.05% 355
2024
Q4 		$898K Buy
7,900
+2,833
+56% +$336K 0.07% 298
2024
Q3 		$504K Sell
5,067
-5,723
-53% -$474K 0.04% 449
2024
Q2 		$934K Buy
10,790
+4,713
+78% +$429K 0.08% 248
2024
Q1 		$496K Buy
+6,077
New +$382K 0.06% 350

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's VRT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vertiv (VRT) stake by 5.3% in Q2 2026, selling an estimated $155K and leaving 8,738 shares worth $2.93M. The position accounts for 0.12% of the portfolio, ranked #190.

Kingswood Wealth Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Kingswood Wealth Advisors held 8,738 shares of Vertiv worth $2.93M as of Q2 2026.
  • Kingswood Wealth Advisors sold 490 Vertiv shares in Q2 2026, an estimated $155K.
  • Vertiv made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Kingswood Wealth Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.