Crestwood Advisors Group, LLC

Position in VRT — Vertiv Holdings Co

CIK 1426853 BOSTON, MA

Position in VRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$653,233

+$368,073 QoQ

Shares Held

1,951

+71.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,287

of 2,035 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $2,181,695 across 6 Electrical Equipment & Parts names. VRT ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	1,951	$653,233
2	BE	Bloom Energy Corp	1,421	$430,136
3	HUBB	Hubbell Inc	632	$330,662
4	NVT	nVent Electric plc	1,831	$310,555
5	AYI	Acuity Inc. (De)	670	$252,362
6	POWL	Powell Industries Inc	715	$204,747

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,233	1,951	+71.4%	Shares	Sole	2026-08-03
2026-03-31	$285,160	1,138	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.