Position in VRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$366,293
+$98,423 QoQ
Shares Held
1,094
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,512
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $396,157 across 2 Electrical Equipment & Parts names. VRT ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,094 | $366,293 | |
| 2 | PLUG |
Plug Power Inc
|
11,020 | $29,864 |
All Filings in VRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,293 | 1,094 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $267,870 | 1,069 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||