Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,592,017
+$3,259,602 QoQ
Shares Held
40,595
-1.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#419
of 2,035 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $30,447,563 across 11 Electrical Equipment & Parts names. VRT ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
40,595 | $13,592,017 | |
| 2 | NVT |
nVent Electric plc
|
75,194 | $12,753,654 | |
| 3 | AYI |
Acuity Inc. (De)
|
2,755 | $1,037,698 | |
| 4 | HUBB |
Hubbell Inc
|
1,778 | $930,248 | |
| 5 | BE |
Bloom Energy Corp
|
1,979 | $599,043 | |
| 6 | ENS |
EnerSys
|
1,927 | $450,570 | |
| 7 | POWL |
Powell Industries Inc
|
1,147 | $328,454 | |
| 8 | AEIS |
Advanced Energy Industries Inc
|
824 | $307,243 |
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,592,017 | 40,595 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,332,415 | 41,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,578,254 | 40,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $583,073 | 3,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $428,247 | 3,335 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $349,209 | 3,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,078 | 3,397 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||