Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,197,720
+$5,981,647 QoQ
Shares Held
33,444
+60.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#448
of 2,001 holders
Holding Since
Jun 2024
9 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, 2026Integrated Wealth Concepts LLC holds $20,360,819 across 29 Electrical Equipment & Parts names. VRT ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
33,444 | $11,197,720 | |
| 2 | NVT |
nVent Electric plc
|
11,605 | $1,968,324 | |
| 3 | BE |
Bloom Energy Corp
|
4,185 | $1,266,799 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,927 | $1,102,483 | |
| 5 | HUBB |
Hubbell Inc
|
2,048 | $1,071,513 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
16,527 | $923,198 | |
| 7 | TGEN |
Tecogen Inc.
|
112,080 | $585,057 | |
| 8 | ENVX |
Enovix Corp
|
89,616 | $543,969 |
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,197,720 | 33,444 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,216,073 | 20,816 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $830,139 | 5,124 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,444,686 | 16,205 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,230,995 | 17,374 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $707,271 | 9,796 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,242,779 | 10,939 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $767,465 | 7,714 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $442,892 | 5,116 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||