Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,741,884
+$4,585,117 QoQ
Shares Held
55,976
-0.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#353
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $18,741,884 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
55,976 | $18,741,884 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,741,884 | 55,976 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,156,767 | 56,496 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,531,156 | 9,451 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||