Position in VRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,451,191
+$1,028,761 QoQ
Shares Held
25,241
-14.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#508
of 2,035 holders
Holding Since
Sep 2024
8 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, 2026NWAM LLC holds $8,835,922 across 2 Electrical Equipment & Parts names. VRT ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
25,241 | $8,451,191 | |
| 2 | BE |
Bloom Energy Corp
|
1,271 | $384,731 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,451,191 | 25,241 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,422,430 | 29,621 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,110,045 | 37,714 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,867,397 | 38,893 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $5,154,248 | 40,139 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $2,397,834 | 33,211 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,892,046 | 43,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,110,528 | 41,316 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||