Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,183,468
+$835,283 QoQ
Shares Held
9,508
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#741
of 2,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $3,460,313 across 2 Electrical Equipment & Parts names. VRT ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
9,508 | $3,183,468 | |
| 2 | AYI |
Acuity Inc. (De)
|
735 | $276,845 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183,468 | 9,508 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,348,185 | 9,371 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,638,893 | 10,116 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,600,021 | 10,606 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,329,043 | 10,350 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $844,956 | 11,703 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,218,353 | 10,724 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||