A detailed history of Kingswood Wealth Advisors, LLC transactions in Vertiv Holdings CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,603 shares of VRT stock, worth $1.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,603
Previous 7,702 50.65%
Holding current value
$1.01 Million
Previous $989 Million 76.99%
% of portfolio
0.11%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
N/A
3,901 Added 50.65%
11,603 $1.75 Billion
Q2 2025

Jul 23, 2025

SELL
N/A
-408 Reduced 5.03%
7,702 $989 Million
Q1 2025

Jul 25, 2025

BUY
N/A
408 Added 5.3%
8,110 $586 Million
Q1 2025

Apr 21, 2025

BUY
N/A
210 Added 2.66%
8,110 $586 Million
Q4 2024

Jan 22, 2025

BUY
N/A
2,833 Added 55.91%
7,900 $898 Million
Q3 2024

Oct 21, 2024

SELL
$86.66 - $86.66 $495,955 - $495,955
-5,723 Reduced 53.04%
5,067 $504 Million
Q2 2024

Jul 09, 2024

BUY
$75.01 - $106.17 $353,522 - $500,379
4,713 Added 77.55%
10,790 $934 Million
Q1 2024

Apr 15, 2024

BUY
$45.57 - $82.67 $276,928 - $502,385
6,077 New
6,077 $496 Million

Others Institutions Holding VRT

About Vertiv Holdings Co


  • Ticker VRT
  • Exchange NYSE
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 377,059,008
  • Market Cap $32.7B
  • Description
  • Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, thermal management products, integrated rack systems, mod...
More about VRT
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