Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$84,039
+$36,930 QoQ
Shares Held
251
+33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,825
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026Winch Advisory Services, LLC holds $86,271 across 2 Electrical Equipment & Parts names. VRT ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
251 | $84,039 | |
| 2 | FCEL |
Fuelcell Energy Inc
|
62 | $2,232 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,039 | 251 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $47,109 | 188 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,971 | 185 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,909 | 185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,452 | 206 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,873 | 206 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||