Transamerica Financial Advisors, LLC
Position in VRT — Vertiv Holdings Co
CIK 1502149
CEDAR RAPIDS, IA
Position in VRT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$207,588
+$111,867 QoQ
Shares Held
620
+62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,745
of 2,032 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $907,136 across 12 Electrical Equipment & Parts names. VRT ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
2,708 | $459,303 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
620 | $207,588 | |
| 3 | POWL |
Powell Industries Inc
|
489 | $140,030 | |
| 4 | BE |
Bloom Energy Corp
|
114 | $34,507 | |
| 5 | AYI |
Acuity Inc. (De)
|
79 | $29,756 | |
| 6 | ENS |
EnerSys
|
66 | $15,432 | |
| 7 | HUBB |
Hubbell Inc
|
25 | $13,080 | |
| 8 | AEIS |
Advanced Energy Industries Inc
|
12 | $4,474 |
All Filings in VRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,588 | 620 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $95,721 | 382 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,469 | 114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,068 | 80 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||