Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,666,601
+$462,742 QoQ
Shares Held
19,911
-19.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#558
of 2,035 holders
Holding Since
Dec 2024
7 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, 2026Sargent Investment Group, LLC holds $7,162,299 across 2 Electrical Equipment & Parts names. VRT ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
19,911 | $6,666,601 | |
| 2 | ENS |
EnerSys
|
2,120 | $495,698 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,666,601 | 19,911 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,203,859 | 24,758 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,083,462 | 25,205 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,790,055 | 25,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,659,756 | 20,713 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,028,416 | 14,244 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,198,926 | 10,553 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||