Position in VRT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,407,690
+$376,740 QoQ
Shares Held
7,191
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#826
of 2,035 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Derivatives in VRT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$33,482
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $2,407,690 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
7,191 | $2,407,690 |
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,690 | 7,191 | Shares | Sole | 2026-07-09 | |
| 2026-06-30 | $33,482 | 100 | Put | Sole | 2026-07-09 | |
| 2026-03-31 | $2,030,950 | 8,105 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,266,918 | 7,820 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,149,704 | 7,621 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $968,725 | 7,544 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $500,273 | 6,929 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $399,793 | 3,519 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $316,278 | 3,179 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||