Position in VRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,957,117
+$992,125 QoQ
Shares Held
17,792
-10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#582
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026Smith Salley Wealth Management holds $5,957,117 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
17,792 | $5,957,117 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,957,117 | 17,792 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,964,992 | 19,814 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,681,029 | 22,721 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,402,647 | 22,555 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,769,803 | 21,570 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,414,325 | 19,589 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||