United Capital Management of KS’s Vertiv VRT Stock Holding History

United Capital Management of KS’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	–	Sell	-2,000	Closed	-$501K	–	117
2026 Q1	$501K	Buy	+2,000	New	+$444K	0.08%	82
2025 Q4	–	Sell	-5,000	Closed	-$754K	–	126
2025 Q3	$754K	Buy	5,000 +1,000	+25%	+$133K	0.1%	77
2025 Q2	$514K	Buy	+4,000	New	+$389K	0.08%	82

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

United Capital Management of KS's VRT Position: Q2 2026 in Review

United Capital Management of KS sold out of Vertiv (VRT) in Q2 2026, closing a stake of 2,000 shares — an estimated $501K sold.

United Capital Management of KS first reported a position in VRT in Q2 2025 and held it in 3 quarters. The position peaked at $754K in Q3 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

United Capital Management of KS reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
United Capital Management of KS sold 2,000 Vertiv shares in Q2 2026, an estimated $501K.
United Capital Management of KS first reported a position in Vertiv in Q2 2025 and held it in 3 quarters.
United Capital Management of KS's Vertiv position peaked at $754K in Q3 2025.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.