KTF Investments’s Vertiv VRT Stock Holding History

KTF Investments’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	$29M	Sell	86,745 -1,715	-2%	-$544K	2.94%	13
2026 Q1	$22.2M	Sell	88,460 -1,345	-1%	-$299K	3.79%	9
2025 Q4	$14.5M	Buy	+89,805	New	+$15.6M	2.39%	17

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KTF Investments's VRT Position: Q2 2026 in Review

KTF Investments reduced its Vertiv (VRT) stake by 1.9% in Q2 2026, selling an estimated $544K and leaving 86,745 shares worth $29M. The position accounts for 2.94% of the portfolio, ranked #13.

KTF Investments first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

KTF Investments held 86,745 shares of Vertiv worth $29M as of Q2 2026.
KTF Investments sold 1,715 Vertiv shares in Q2 2026, an estimated $544K.
Vertiv made up 2.94% of KTF Investments's portfolio in Q2 2026, its #13 holding.
KTF Investments first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on KTF Investments's 13F filing for Q2 2026, filed 10 Aug 2026.