Position in VRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,039,616
+$299,153 QoQ
Shares Held
3,105
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,099
of 2,035 holders
Holding Since
Sep 2024
8 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, 2026Sharp Wealth Advisory, LLC holds $1,039,616 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
3,105 | $1,039,616 |
All Filings in VRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,616 | 3,105 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $740,463 | 2,955 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $486,840 | 3,005 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $460,877 | 3,055 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $324,877 | 2,530 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $312,626 | 4,330 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $415,244 | 3,655 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $393,482 | 3,955 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||