Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$32,523,745
+$6,223,370 QoQ
Shares Held
97,138
-7.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#252
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, 2026LYELL WEALTH MANAGEMENT, LP holds $32,523,745 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
|
97,138 | $32,523,745 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,523,745 | 97,138 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,300,375 | 104,958 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,090,596 | 105,491 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,999,608 | 106,056 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,491,011 | 105,062 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,357,384 | 74,202 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,050,082 | 35,649 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,519,212 | 15,270 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||