Williams Jones Wealth Management, LLC.
Position in VRT — Vertiv Holdings Co
CIK 1788587
New York, NY
Position in VRT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$68,646,391
+$17,931,591 QoQ
Shares Held
273,950
-12.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $69,347,260 across 3 Electrical Equipment & Parts names. VRT ranks #1 (99.0% of the industry book) .
All Filings in VRT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,646,391 | 273,950 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,714,800 | 313,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,755,990 | 323,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,261,015 | 329,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,978,630 | 332,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,093,215 | 317,694 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,898,708 | 310,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,713,487 | 250,820 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $19,053,529 | 233,299 | Shares | Sole | 2024-05-07 | |
| 2021-03-31 | $226,600 | 11,330 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $439,305 | 23,530 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $431,787 | 24,930 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $405,444 | 29,900 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $402,657 | 46,550 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||