Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,100,905
+$20,864,228 QoQ
Shares Held
68,995
+673.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#311
of 2,035 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,651,231 across 8 Electrical Equipment & Parts names. VRT ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
68,995 | $23,100,905 | |
| 2 | NVT |
nVent Electric plc
|
15,224 | $2,582,142 | |
| 3 | POWL |
Powell Industries Inc
|
4,245 | $1,215,598 | |
| 4 | BE |
Bloom Energy Corp
|
3,468 | $1,049,763 | |
| 5 | ENS |
EnerSys
|
3,099 | $724,608 | |
| 6 | AYI |
Acuity Inc. (De)
|
1,621 | $610,565 | |
| 7 | ATKR |
Atkore Inc.
|
4,108 | $312,372 | |
| 8 | PLUG |
Plug Power Inc
|
20,398 | $55,278 |
All Filings in VRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,100,905 | 68,995 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,236,677 | 8,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,010,294 | 6,236 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $410,269 | 3,195 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $260,353 | 3,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,731 | 3,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $425,618 | 4,278 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $258,324 | 2,984 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||