Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,546
+$91,507 QoQ
Shares Held
1,937
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,289
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Family Manage LLC holds $1,532,127 across 2 Electrical Equipment & Parts names. VRT ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
2,919 | $883,581 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
1,937 | $648,546 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,546 | 1,937 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $557,039 | 2,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $308,791 | 1,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $268,681 | 1,781 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||