Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,212,718
+$375,781 QoQ
Shares Held
3,622
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,047
of 2,035 holders
Holding Since
Dec 2024
6 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, 2026Concentrum Wealth Management holds $1,212,718 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
|
3,622 | $1,212,718 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,718 | 3,622 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $836,937 | 3,340 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $535,119 | 3,303 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $394,046 | 2,612 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $334,893 | 2,608 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $291,523 | 2,566 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||