Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$844,748
-$4,968 QoQ
Shares Held
2,523
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,177
of 2,035 holders
Holding Since
Sep 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, 2026Advisor OS, LLC holds $1,374,225 across 2 Electrical Equipment & Parts names. VRT ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,523 | $844,748 | |
| 2 | HUBB |
Hubbell Inc
|
1,012 | $529,477 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,748 | 2,523 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $849,716 | 3,391 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $556,179 | 3,433 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $568,740 | 3,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $292,517 | 2,278 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $314,244 | 2,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $233,999 | 2,352 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||