OneDigital Investment Advisors LLC
Position in VRT — Vertiv Holdings Co
CIK 1690370
OVERLAND PARK, KS
Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,961,539
+$5,055,296 QoQ
Shares Held
47,672
+9.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#384
of 2,032 holders
Holding Since
Dec 2022
15 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, 2026OneDigital Investment Advisors LLC holds $24,694,680 across 12 Electrical Equipment & Parts names. VRT ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
47,672 | $15,961,539 | |
| 2 | BE |
Bloom Energy Corp
|
9,261 | $2,803,304 | |
| 3 | HUBB |
Hubbell Inc
|
3,625 | $1,896,600 | |
| 4 | POWL |
Powell Industries Inc
|
4,072 | $1,166,057 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
37,493 | $803,849 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,392 | $519,035 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
8,000 | $446,880 | |
| 8 | NVT |
nVent Electric plc
|
1,891 | $320,732 |
All Filings in VRT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,961,539 | 47,672 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,906,243 | 43,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,897,488 | 36,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,153,934 | 67,307 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,691,302 | 67,684 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,472,862 | 61,951 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,306,150 | 55,507 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,620,363 | 66,543 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,665,487 | 65,444 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $960,030 | 11,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $556,859 | 11,594 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $401,164 | 10,784 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $266,302 | 10,751 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $146,605 | 10,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $139,946 | 10,245 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||