ELEVATION POINT WEALTH PARTNERS, LLC

Position in VRT — Vertiv Holdings Co

CIK 1744349 DENVER, CO

Position in VRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,437,489

+$847,810 QoQ

Shares Held

7,280

+14.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#821

of 2,028 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,260,115 across 8 Electrical Equipment & Parts names. VRT ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AYI	Acuity Inc. (De)	7,230	$2,723,251
2	VRT	Vertiv Holdings Co This page	7,280	$2,437,489
3	AEIS	Advanced Energy Industries Inc	6,094	$2,272,269
4	HUBB	Hubbell Inc	2,089	$1,092,964
5	NVT	nVent Electric plc	5,484	$930,141
6	POWL	Powell Industries Inc	1,215	$347,927
7	ATKR	Atkore Inc.	3,267	$248,422
8	BE	Bloom Energy Corp	686	$207,652

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,437,489	7,280	+14.8%	Shares	Sole	2026-08-12
2026-03-31	$1,589,679	6,344	-11.4%	Shares	Sole	2026-04-27
2025-12-31	$1,160,153	7,161	-8.6%	Shares	Sole	2026-02-12
2025-09-30	$1,182,138	7,836	-33.1%	Shares	Sole	2025-11-14
2025-06-30	$1,504,579	11,717	-1.2%	Shares	Sole	2026-02-03
2025-03-31	$856,508	11,863	+7.0%	Shares	Sole	2026-02-03
2024-12-31	$1,259,253	11,084	-9.3%	Shares	Sole	2026-02-03
2024-09-30	$1,215,469	12,217	+33.1%	Shares	Sole	2026-02-03
2024-06-30	$794,452	9,177	-1.4%	Shares	Sole	2026-02-03
2024-03-31	$760,102	9,307	-28.5%	Shares	Sole	2026-02-03
2023-12-31	$625,542	13,024	+63.1%	Shares	Sole	2024-02-13
2023-09-30	$297,042	7,985	-34.5%	Shares	Sole	2023-10-11
2023-06-30	$302,070	12,195	+27.7%	Shares	Sole	2023-08-14
2021-12-31	$238,388	9,547	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.