Position in VRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,998,305
+$19,966,660 QoQ
Shares Held
111,734
+125.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 23.733041309241347.ToString("F0")%
Shared 0.ToString("F0")%
None 76.26695869075866.ToString("F0")%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $137,539,431 across 12 Electrical Equipment & Parts names. VRT ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAYW |
Hayward Holdings, Inc.
|
3,336,107 | $44,637,111 | |
| 2 | NVT |
nVent Electric plc
|
312,572 | $36,971,016 | |
| 3 | VRT |
Vertiv Holdings Co
This page
|
111,734 | $27,998,305 | |
| 4 | ENS |
EnerSys
|
82,642 | $14,356,568 | |
| 5 | BE |
Bloom Energy Corp
|
42,378 | $5,741,795 | |
| 6 | ENVX |
Enovix Corp
|
530,271 | $2,746,803 | |
| 7 | AYI |
Acuity Inc. (De)
|
6,198 | $1,736,803 | |
| 8 | POWL |
Powell Industries Inc
|
2,081 | $1,125,987 |
All Filings in VRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-03-31 | $2,521,224 | 34,920 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,472,035 | 30,561 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||