Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$947,205
+$250,593 QoQ
Shares Held
2,829
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,141
of 2,045 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026HBK Sorce Advisory LLC holds $1,259,032 across 2 Electrical Equipment & Parts names. VRT ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,829 | $947,205 | |
| 2 | HUBB |
Hubbell Inc
|
596 | $311,827 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,205 | 2,829 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $696,612 | 2,780 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $372,460 | 2,299 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $322,236 | 2,136 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $228,056 | 1,776 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||