Position in VRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,885,371
+$398,680 QoQ
Shares Held
5,631
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#909
of 2,035 holders
Holding Since
Jun 2024
8 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, 2026B. Riley Wealth Advisors, Inc. holds $4,051,873 across 7 Electrical Equipment & Parts names. VRT ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
5,631 | $1,885,371 | |
| 2 | BE |
Bloom Energy Corp
|
2,415 | $731,020 | |
| 3 | AMPX |
Amprius Technologies, Inc.
|
48,100 | $666,666 | |
| 4 | NVT |
nVent Electric plc
|
2,043 | $346,513 | |
| 5 | HUBB |
Hubbell Inc
|
614 | $321,244 | |
| 6 | ENVX |
Enovix Corp
|
10,833 | $65,756 | |
| 7 | PLUG |
Plug Power Inc
|
13,027 | $35,303 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885,371 | 5,631 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,486,691 | 5,933 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $994,741 | 6,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $941,969 | 6,244 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $998,644 | 7,777 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $971,933 | 8,555 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $646,883 | 6,502 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $474,490 | 5,481 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||