KMG FIDUCIARY PARTNERS, LLC

Position in VRT — Vertiv Holdings Co

CIK 1773205 TOLEDO, OH

Position in VRT

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$8,276,657

+$2,802,502 QoQ

Shares Held

33,030

-2.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $1,237,335 across 2 Electrical Equipment & Parts names.

#	Ticker	Company	Shares	Value (USD)	Open
1	BE	Bloom Energy Corp	3,017	$913,245
2	FCEL	Fuelcell Energy Inc	9,000	$324,090

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,276,657	33,030	-2.2%	Shares	Sole	2026-04-13
2025-12-31	$5,474,155	33,789	-1.8%	Shares	Sole	2026-01-14
2025-09-30	$5,192,601	34,420	+0.9%	Shares	Sole	2025-10-10
2025-06-30	$4,378,524	34,098	+4.4%	Shares	Sole	2025-07-10
2025-03-31	$2,357,474	32,652	+13.6%	Shares	Sole	2025-04-14
2024-12-31	$3,266,173	28,749	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.