KF
VRT icon

Krilogy Financial’s Vertiv VRT Stock Holding History

Krilogy Financial’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 		$4.76M Buy
14,208
+73
+0.5% +$23.2K 0.14% 125
2026
Q1 		$4.16M Buy
14,135
+1,949
+16% +$433K 0.13% 134
2025
Q4 		$2.21M Sell
12,186
-292
-2% -$50.7K 0.08% 202
2025
Q3 		$2.38M Buy
12,478
+1,595
+15% +$213K 0.09% 178
2025
Q2 		$1.4M Buy
+10,883
New +$1.06M 0.08% 160

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

Krilogy Financial's VRT Position: Q2 2026 in Review

Krilogy Financial increased its Vertiv (VRT) stake by 0.52% in Q2 2026, buying an estimated $23.2K and bringing the position to 14,208 shares worth $4.76M. The position accounts for 0.14% of the portfolio, ranked #125.

Krilogy Financial first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Krilogy Financial held 14,208 shares of Vertiv worth $4.76M as of Q2 2026.
  • Krilogy Financial bought 73 Vertiv shares in Q2 2026, an estimated $23.2K.
  • Vertiv made up 0.14% of Krilogy Financial's portfolio in Q2 2026, its #125 holding.
  • Krilogy Financial first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.