Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,832,303
+$12,833,998 QoQ
Shares Held
121,953
+9.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#220
of 2,035 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $185,850,031 across 12 Electrical Equipment & Parts names. VRT ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAYW |
Hayward Holdings, Inc.
|
3,322,327 | $57,509,480 | |
| 2 | NVT |
nVent Electric plc
|
315,787 | $53,560,633 | |
| 3 | VRT |
Vertiv Holdings Co
This page
|
121,953 | $40,832,303 | |
| 4 | BE |
Bloom Energy Corp
|
51,876 | $15,702,865 | |
| 5 | ENS |
EnerSys
|
28,504 | $6,664,805 | |
| 6 | AYI |
Acuity Inc. (De)
|
13,370 | $5,035,944 | |
| 7 | ENVX |
Enovix Corp
|
499,740 | $3,033,421 | |
| 8 | POWL |
Powell Industries Inc
|
7,037 | $2,015,115 |
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,832,303 | 121,953 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,998,305 | 111,734 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,031,645 | 49,575 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,957,512 | 46,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,116,567 | 32,058 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $520,332 | 5,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $725,976 | 8,386 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||