Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$593,635
+$139,083 QoQ
Shares Held
1,773
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,326
of 2,035 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, 2026BSW Wealth Partners holds $945,225 across 2 Electrical Equipment & Parts names. VRT ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,773 | $593,635 | |
| 2 | HUBB |
Hubbell Inc
|
672 | $351,590 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,635 | 1,773 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $454,552 | 1,814 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $227,948 | 1,407 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $217,238 | 1,440 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||