Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,743,072
+$425,022 QoQ
Shares Held
5,206
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#930
of 2,035 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, 2026Insight Wealth Partners, LLC holds $1,743,072 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
|
5,206 | $1,743,072 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,072 | 5,206 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,318,050 | 5,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $851,200 | 5,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $655,788 | 4,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $552,291 | 4,301 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $225,336 | 3,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,622 | 3,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $306,727 | 3,083 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $240,058 | 2,773 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||