KBFS
VRT icon

Kohmann Bosshard Financial Services’s Vertiv VRT Stock Holding History

Kohmann Bosshard Financial Services’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
-176
Closed -$28.5K – 606
2025
Q4 		$28.5K Buy
+176
New +$30.6K ﹤0.01% 646

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's VRT Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Vertiv (VRT) in Q1 2026, closing a stake of 176 shares — an estimated $28.5K sold.

Kohmann Bosshard Financial Services first reported a position in VRT in Q4 2025 and held it in 1 quarter. The position peaked at $28.5K in Q4 2025. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 176 Vertiv shares in Q1 2026, an estimated $28.5K.
  • Kohmann Bosshard Financial Services first reported a position in Vertiv in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Vertiv position peaked at $28.5K in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.