Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,519,834
+$8,584,368 QoQ
Shares Held
100,113
+0.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#246
of 2,035 holders
Holding Since
Jun 2024
8 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, 2026IBEX WEALTH ADVISORS holds $33,519,834 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
|
100,113 | $33,519,834 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,519,834 | 100,113 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,935,466 | 99,511 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $15,815,254 | 97,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,461,137 | 95,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,052,819 | 93,862 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,323,955 | 73,739 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,583,467 | 66,750 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $5,394,955 | 62,319 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||