Position in VRT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,362,717
+$270,690 QoQ
Shares Held
4,070
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,010
of 2,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,362,717 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
|
4,070 | $1,362,717 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,717 | 4,070 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,092,027 | 4,358 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $722,078 | 4,457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,030,826 | 6,833 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $872,674 | 6,796 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $474,859 | 6,577 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||