Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,688,162
+$424,738 QoQ
Shares Held
5,042
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#936
of 2,035 holders
Holding Since
Dec 2023
11 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, 2026Segment Wealth Management, LLC holds $1,688,162 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
|
5,042 | $1,688,162 |
All Filings in VRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,162 | 5,042 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,263,424 | 5,042 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $817,178 | 5,044 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $760,636 | 5,042 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $638,454 | 4,972 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $357,751 | 4,955 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $550,440 | 4,845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $465,115 | 4,675 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $404,714 | 4,675 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $381,807 | 4,675 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $224,540 | 4,675 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||