Sowell Financial Services LLC
Position in VRT — Vertiv Holdings Co
CIK 1633697
NORTH LITTLE ROCK, AR
Position in VRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,114,615
+$312,759 QoQ
Shares Held
3,329
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#346
of 814 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Sowell Financial Services LLC holds $6,277,240 across 8 Electrical Equipment & Parts names. VRT ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLPC |
Preformed Line Products Co
|
4,615 | $1,894,734 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
3,329 | $1,114,615 | |
| 3 | HUBB |
Hubbell Inc
|
1,997 | $1,044,830 | |
| 4 | NVT |
nVent Electric plc
|
4,012 | $680,475 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
1,312 | $489,205 | |
| 6 | ENR |
Energizer Holdings, Inc.
|
20,899 | $448,074 | |
| 7 | ENVX |
Enovix Corp
|
52,845 | $320,769 | |
| 8 | BE |
Bloom Energy Corp
|
940 | $284,538 |
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,615 | 3,329 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $801,856 | 3,200 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $491,214 | 3,032 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $425,425 | 2,820 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $350,430 | 2,729 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $258,115 | 3,575 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $4,000 | 200 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||