Position in VRT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$271,539
+$52,282 QoQ
Shares Held
811
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,620
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $759,794 across 2 Electrical Equipment & Parts names. VRT ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
1,613 | $488,255 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
811 | $271,539 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,539 | 811 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $219,257 | 875 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||