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Kestra Advisory Services, LLC → VRT

Kestra Advisory Services, LLC VRT Position History

Vertiv Holdings Co • Technology

Quarters held
5
Latest value
$24M
Q3 2026
Peak value
$29.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.6M
Q4 2025$12.7M
Q1 2026$16.6M
Q2 2026$29.3M
Q3 2026$24M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24M99.4K——
Q2 2026$29.3M87.6K——
Q1 2026$16.6M66.2K——
Q4 2025$12.7M78.5K——
Q3 2025$10.6M70.3K——

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