Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$298,659
+$78,901 QoQ
Shares Held
892
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,586
of 2,035 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $397,914 across 8 Electrical Equipment & Parts names. VRT ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
892 | $298,659 | |
| 2 | NVT |
nVent Electric plc
|
253 | $42,911 | |
| 3 | POWL |
Powell Industries Inc
|
141 | $40,376 | |
| 4 | AYI |
Acuity Inc. (De)
|
19 | $7,156 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
610 | $3,586 | |
| 6 | BE |
Bloom Energy Corp
|
10 | $3,027 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
3 | $1,118 | |
| 8 | PLUG |
Plug Power Inc
|
399 | $1,081 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,659 | 892 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $219,758 | 877 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $148,401 | 916 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $226,591 | 1,502 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,943 | 350 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||