Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$626,113
+$282,819 QoQ
Shares Held
1,870
+36.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,309
of 2,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Obermeyer Wealth Partners holds $707,413 across 2 Electrical Equipment & Parts names. VRT ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,870 | $626,113 | |
| 2 | PLUG |
Plug Power Inc
|
30,000 | $81,300 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,113 | 1,870 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $343,294 | 1,370 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $221,953 | 1,370 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $206,527 | 1,369 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||