Position in VRT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$44,447,689
+$12,275,222 QoQ
Shares Held
132,751
+3.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#210
of 2,028 holders
Holding Since
Mar 2026
2 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, 2026Annex Advisory Services, LLC holds $44,970,766 across 2 Electrical Equipment & Parts names. VRT ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
132,751 | $44,447,689 | |
| 2 | NVT |
nVent Electric plc
|
3,084 | $523,077 |
All Filings in VRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,447,689 | 132,751 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $32,172,467 | 128,392 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||