Steward Partners Investment Advisory, LLC
Position in VRT — Vertiv Holdings Co
CIK 1723397
STAMFORD, CT
Position in VRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,501,337
-$2,796,977 QoQ
Shares Held
79,151
-32.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#285
of 2,045 holders
Holding Since
Jun 2021
13 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, 2026Steward Partners Investment Advisory, LLC holds $33,908,392 across 20 Electrical Equipment & Parts names. VRT ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
79,151 | $26,501,337 | |
| 2 | BE |
Bloom Energy Corp
|
7,094 | $2,147,353 | |
| 3 | HUBB |
Hubbell Inc
|
3,203 | $1,675,809 | |
| 4 | NVT |
nVent Electric plc
|
9,224 | $1,564,482 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
1,493 | $556,694 | |
| 6 | POWL |
Powell Industries Inc
|
1,930 | $552,674 | |
| 7 | ENS |
EnerSys
|
1,356 | $317,059 | |
| 8 | AYI |
Acuity Inc. (De)
|
709 | $267,051 |
All Filings in VRT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,501,337 | 79,151 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,298,314 | 116,922 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,838,522 | 116,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,602,842 | 63,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,735,061 | 29,087 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $639,836 | 8,862 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,675,373 | 76,361 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,290,726 | 73,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $322,213 | 3,722 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $245,418 | 3,005 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $972,943 | 20,257 | Shares | Sole | 2024-02-12 | |
| 2022-06-30 | $632 | 77 | Shares | Sole | 2022-08-04 | |
| 2021-06-30 | $6,197 | 227 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||