MONETA GROUP INVESTMENT ADVISORS LLC

Position in VRT — Vertiv Holdings Co

CIK 1120927 ST LOUIS, MO

Position in VRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,180,910

+$301,124 QoQ

Shares Held

3,527

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,057

of 2,035 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $2,006,777 across 4 Electrical Equipment & Parts names. VRT ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	3,527	$1,180,910
2	FPS	Forgent Power Solutions, Inc.	5,724	$319,742
3	ENR	Energizer Holdings, Inc.	13,624	$292,098
4	AEIS	Advanced Energy Industries Inc	574	$214,027

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,180,910	3,527	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$879,786	3,511	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$566,872	3,499	-4.4%	Shares	Sole	2026-02-12
2025-09-30	$552,298	3,661	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$465,101	3,622	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$263,602	3,651	-11.9%	Shares	Sole	2025-05-15
2024-12-31	$470,913	4,145	+42.3%	Shares	Sole	2025-02-11
2024-09-30	$289,714	2,912	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.