KFP
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KMG Fiduciary Partners’s Vertiv VRT Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-33,030
Closed -$8.28M – 268
2026
Q1 		$8.28M Sell
33,030
-759
-2% -$168K 0.61% 44
2025
Q4 		$5.47M Sell
33,789
-631
-2% -$110K 0.39% 67
2025
Q3 		$5.19M Buy
34,420
+322
+0.9% +$43K 0.35% 70
2025
Q2 		$4.38M Buy
34,098
+1,446
+4% +$141K 0.32% 71
2025
Q1 		$2.36M Buy
32,652
+3,903
+14% +$415K 0.2% 117
2024
Q4 		$3.27M Buy
+28,749
New +$3.41M 0.27% 89

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

KMG Fiduciary Partners's VRT Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Vertiv (VRT) in Q2 2026, closing a stake of 33,030 shares — an estimated $8.28M sold.

KMG Fiduciary Partners first reported a position in VRT in Q4 2024 and held it in 6 quarters. The position peaked at $8.28M in Q1 2026. 297 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 33,030 Vertiv shares in Q2 2026, an estimated $8.28M.
  • KMG Fiduciary Partners first reported a position in Vertiv in Q4 2024 and held it in 6 quarters.
  • KMG Fiduciary Partners's Vertiv position peaked at $8.28M in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.