Prestige Wealth Management Group LLC
Position in VRT — Vertiv Holdings Co
CIK 1772715
FLEMINGTON, NJ
Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,498,988
+$453,820 QoQ
Shares Held
4,477
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#969
of 2,035 holders
Holding Since
Jun 2024
9 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, 2026Prestige Wealth Management Group LLC holds $1,525,749 across 6 Electrical Equipment & Parts names. VRT ranks #1 (98.2% of the industry book) .
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,988 | 4,477 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,045,168 | 4,171 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $857,518 | 5,293 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,170,673 | 7,760 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $980,538 | 7,636 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $540,417 | 7,485 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $419,788 | 3,695 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $359,158 | 3,610 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $319,270 | 3,688 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||