KA
VRT icon

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
Q2 		$5.34M Buy
16,572
+1,304
+9% +$414K 0.26% 78
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 $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

Kovack Advisors's VRT Position: Q2 2026 in Review

Kovack Advisors increased its Vertiv (VRT) stake by 8.5% in Q2 2026, buying an estimated $414K and bringing the position to 16,572 shares worth $5.34M. The position accounts for 0.26% of the portfolio, ranked #78.

Kovack Advisors first reported a position in VRT in Q1 2021 and has held it in 11 quarters since. The position peaked at $9.11M in Q4 2025. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Kovack Advisors held 16,572 shares of Vertiv worth $5.34M as of Q2 2026.
  • Kovack Advisors bought 1,304 Vertiv shares in Q2 2026, an estimated $414K.
  • Vertiv made up 0.26% of Kovack Advisors's portfolio in Q2 2026, its #78 holding.
  • Kovack Advisors first reported a position in Vertiv in Q1 2021 and has held it in 11 quarters since.
  • Kovack Advisors's Vertiv position peaked at $9.11M in Q4 2025.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.