WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in VRT — Vertiv Holdings Co
CIK 1632972
PLYMOUTH, MN
Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$110,597,407
+$78,693,061 QoQ
Shares Held
330,319
+159.4% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#4
of 693 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Derivatives in VRT
reported options exposure · as of Jun 30, 2026CallValue
$33,482
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $165,684,774 across 16 Electrical Equipment & Parts names. VRT ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
330,319 | $110,597,407 | |
| 2 | HUBB |
Hubbell Inc
|
20,567 | $10,760,654 | |
| 3 | NVT |
nVent Electric plc
|
62,785 | $10,648,963 | |
| 4 | AYI |
Acuity Inc. (De)
|
24,958 | $9,400,680 | |
| 5 | BE |
Bloom Energy Corp
|
30,944 | $9,366,748 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
15,959 | $5,950,632 | |
| 7 | ENS |
EnerSys
|
15,312 | $3,580,251 | |
| 8 | POWL |
Powell Industries Inc
|
7,304 | $2,091,573 |
All Filings in VRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,597,407 | 330,319 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $33,482 | 100 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $31,904,346 | 127,322 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,550,921 | 157,712 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,479,293 | 122,493 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $10,156,347 | 67,323 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $8,988,700 | 70,000 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $14,763,939 | 114,975 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,761,818 | 93,654 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $2,649,740 | 36,700 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $4,307,863 | 37,918 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $3,862,740 | 34,000 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $2,975,646 | 29,909 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $3,979,600 | 40,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $1,038,840 | 12,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $1,822,644 | 21,054 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $657,443 | 8,050 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $204,175 | 2,500 | Call | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||