Pinnacle Wealth Planning Services, Inc.
Position in VRT — Vertiv Holdings Co
CIK 1726752
MANSFIELD, OH
Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$580,577
+$131,037 QoQ
Shares Held
1,734
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,333
of 2,035 holders
Holding Since
Dec 2020
5 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,753,077 across 15 Electrical Equipment & Parts names. VRT ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,734 | $580,577 | |
| 2 | HUBB |
Hubbell Inc
|
566 | $296,131 | |
| 3 | BE |
Bloom Energy Corp
|
923 | $279,392 | |
| 4 | POWL |
Powell Industries Inc
|
638 | $182,697 | |
| 5 | ENS |
EnerSys
|
726 | $169,753 | |
| 6 | PLUG |
Plug Power Inc
|
27,675 | $74,999 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
2,926 | $50,649 | |
| 8 | FCEL |
Fuelcell Energy Inc
|
1,152 | $41,483 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,577 | 1,734 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $449,540 | 1,794 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $121,831 | 752 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $276,283 | 2,777 | Shares | Sole | 2024-11-13 | |
| 2020-12-31 | $168 | 9 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||