Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$379,351
+$374,089 QoQ
Shares Held
1,133
+5295.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,501
of 2,036 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $414,406 across 7 Electrical Equipment & Parts names. VRT ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,133 | $379,351 | |
| 2 | ABLZF |
Abb Ltd
|
114 | $12,391 | |
| 3 | AYI |
Acuity Inc. (De)
|
22 | $8,286 | |
| 4 | BE |
Bloom Energy Corp
|
27 | $8,172 | |
| 5 | ENS |
EnerSys
|
25 | $5,845 | |
| 6 | NVT |
nVent Electric plc
|
2 | $339 | |
| 7 | CYATY |
Contemporary Amperex Technology Co., Limited/ADR
|
1 | $22 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,351 | 1,133 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,262 | 21 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,402 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $150 | 1 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $128 | 1 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||