AE Wealth Management LLC

Position in VRT — Vertiv Holdings Co

CIK 1697723 TOPEKA, KS

Position in VRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,888,143

+$1,018,823 QoQ

Shares Held

8,626

+15.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#772

of 2,035 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $14,473,329 across 6 Electrical Equipment & Parts names. VRT ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	51,864	$8,796,624
2	VRT	Vertiv Holdings Co This page	8,626	$2,888,143
3	BE	Bloom Energy Corp	4,585	$1,387,865
4	POWL	Powell Industries Inc	3,675	$1,052,363
5	HUBB	Hubbell Inc	632	$330,654
6	SKYX	SKYX Platforms Corp.	16,000	$17,680

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,888,143	8,626	+15.6%	Shares	Other	2026-08-03
2026-03-31	$1,869,320	7,460	-16.0%	Shares	Other	2026-05-13
2025-12-31	$1,439,132	8,883	-21.0%	Shares	Other	2026-01-26
2025-09-30	$1,697,170	11,250	+6.8%	Shares	Other	2025-11-03
2025-06-30	$1,352,285	10,531	+4.5%	Shares	Sole	2025-08-06
2025-03-31	$727,703	10,079	+440.4%	Shares	Other	2025-05-06
2024-12-31	$211,882	1,865	-27.5%	Shares	Sole	2025-02-13
2024-09-30	$256,086	2,574	-90.1%	Shares	Sole	2024-11-14
2023-12-31	$1,245,177	25,925	+138.4%	Shares	Other	2024-02-14
2023-09-30	$404,512	10,874	-66.3%	Shares	Sole	2023-10-11
2023-06-30	$800,318	32,310	-29.6%	Shares	Sole	2023-07-10
2023-03-31	$656,571	45,882	+5.5%	Shares	Sole	2023-04-14
2022-12-31	$593,923	43,479	+4.1%	Shares	Sole	2023-01-31
2022-09-30	$406,043	41,774	+20.6%	Shares	Sole	2022-10-25
2022-06-30	$284,831	34,651	+11.8%	Shares	Sole	2022-08-03
2022-03-31	$433,860	30,990	+105.4%	Shares	Sole	2022-04-18
2021-12-31	$376,797	15,090	+12.7%	Shares	Sole	2022-01-20
2021-09-30	$322,468	13,386	+17.2%	Shares	Sole	2021-11-01
2021-06-30	$311,738	11,419	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.