Position in VRT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,452,423
+$2,103,793 QoQ
Shares Held
22,258
+4.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#532
of 2,036 holders
Holding Since
Jun 2024
9 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, 2026Sequoia Financial Advisors, LLC holds $43,301,804 across 13 Electrical Equipment & Parts names. VRT ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
31,236 | $16,342,675 | |
| 2 | NVT |
nVent Electric plc
|
76,540 | $12,981,949 | |
| 3 | VRT |
Vertiv Holdings Co
This page
|
22,258 | $7,452,423 | |
| 4 | BE |
Bloom Energy Corp
|
6,150 | $1,861,605 | |
| 5 | ENS |
EnerSys
|
5,734 | $1,340,723 | |
| 6 | AYI |
Acuity Inc. (De)
|
2,495 | $939,766 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
2,168 | $808,382 | |
| 8 | POWL |
Powell Industries Inc
|
1,751 | $501,416 |
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,452,423 | 22,258 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,348,630 | 21,345 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,811,683 | 17,355 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,058,786 | 13,647 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,334,693 | 10,394 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $559,622 | 7,751 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $881,840 | 7,762 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $613,156 | 6,163 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $375,107 | 4,333 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||