Position in VRT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,701,314
+$1,916,554 QoQ
Shares Held
17,028
+12.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#599
of 2,035 holders
Holding Since
Dec 2023
11 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,280,972 across 6 Electrical Equipment & Parts names. VRT ranks #1 (68.8% of the industry book) .
All Filings in VRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,701,314 | 17,028 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,784,760 | 15,104 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,455,983 | 8,987 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,250,629 | 8,290 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $811,679 | 6,321 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $999,031 | 13,837 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,867,066 | 16,434 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,060,065 | 10,655 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $507,040 | 5,857 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $493,858 | 6,047 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $340,820 | 7,096 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||