Position in VRT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,782,676
-$1,581,619 QoQ
Shares Held
17,271
-41.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#595
of 2,035 holders
Holding Since
Dec 2024
7 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, 2026HCR Wealth Advisors holds $6,197,677 across 2 Electrical Equipment & Parts names. VRT ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
17,271 | $5,782,676 | |
| 2 | BE |
Bloom Energy Corp
|
1,371 | $415,001 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,782,676 | 17,271 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,364,295 | 29,389 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,186,750 | 32,015 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,910,643 | 32,551 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,975,316 | 30,958 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,776,192 | 24,601 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $274,595 | 2,417 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||