Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,071,638
+$993,579 QoQ
Shares Held
9,174
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#754
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026WESPAC Advisors SoCal, LLC holds $5,227,745 across 2 Electrical Equipment & Parts names. VRT ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
9,174 | $3,071,638 | |
| 2 | HUBB |
Hubbell Inc
|
4,121 | $2,156,107 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,071,638 | 9,174 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,078,059 | 8,293 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||