KA
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Kovack Advisors’s Vertiv VRT Stock Holding History

Kovack 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
Q1 		$3.9M Sell
15,268
-40,957
-73% -$9.09M 0.21% 100
2025
Q4 		$9.11M Buy
56,225
+6,734
+14% +$1.17M 0.42% 43
2025
Q3 		$7.47M Sell
49,491
-5,651
-10% -$754K 0.7% 28
2025
Q2 		$7.08M Sell
55,142
-6,550
-11% -$637K 0.69% 28
2025
Q1 		$4.45M Buy
61,692
+719
+1% +$76.5K 0.47% 43
2024
Q4 		$6.93M Sell
60,973
-419
-0.7% -$49.8K 0.68% 28
2024
Q3 		$6.11M Buy
61,392
+29,338
+92% +$2.43M 0.65% 29
2024
Q2 		$2.77M Buy
32,054
+26,288
+456% +$2.39M 0.31% 65
2024
Q1 		$471K Buy
+5,766
New +$362K 0.06% 261
2021
Q2 		– Sell
-10,193
Closed -$204K – 746
2021
Q1 		$204K Buy
+10,193
New +$206K 0.03% 582

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

Kovack Advisors's VRT Position: Q1 2026 in Review

Kovack Advisors reduced its Vertiv (VRT) stake by 73% in Q1 2026, selling an estimated $9.09M and leaving 15,268 shares worth $3.9M. The position accounts for 0.21% of the portfolio, ranked #100.

Kovack Advisors first reported a position in VRT in Q1 2021 and has held it in 10 quarters since. The position peaked at $9.11M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Kovack Advisors held 15,268 shares of Vertiv worth $3.9M as of Q1 2026.
  • Kovack Advisors sold 40,957 Vertiv shares in Q1 2026, an estimated $9.09M.
  • Vertiv made up 0.21% of Kovack Advisors's portfolio in Q1 2026, its #100 holding.
  • Kovack Advisors first reported a position in Vertiv in Q1 2021 and has held it in 10 quarters since.
  • Kovack Advisors's Vertiv position peaked at $9.11M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.