Position in VRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,496,980
+$322,763 QoQ
Shares Held
4,471
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#970
of 2,035 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $2,549,658 across 2 Electrical Equipment & Parts names. VRT ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
4,471 | $1,496,980 | |
| 2 | HUBB |
Hubbell Inc
|
2,012 | $1,052,678 |
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,980 | 4,471 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,174,217 | 4,686 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $813,938 | 5,024 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $715,679 | 4,744 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $347,092 | 2,703 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $314,503 | 4,356 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $586,227 | 5,160 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $537,246 | 5,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $490,938 | 5,671 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $636,535 | 7,794 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||