Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,400,551
+$334,334 QoQ
Shares Held
4,183
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,000
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, 2026Heritage Trust Co holds $1,400,551 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
|
4,183 | $1,400,551 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,551 | 4,183 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,066,217 | 4,255 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $672,664 | 4,152 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $626,369 | 4,152 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $533,157 | 4,152 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $263,240 | 3,646 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $271,527 | 2,390 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||