Williams Jones Wealth Management, LLC.

Position in VRT — Vertiv Holdings Co

CIK 1788587 New York, NY

Position in VRT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$84,237,363

+$15,590,972 QoQ

Shares Held

251,590

-8.2% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#153

of 2,036 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $85,670,061 across 4 Electrical Equipment & Parts names. VRT ranks #1 (98.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	251,590	$84,237,363
2	ABBNY	Abb Ltd	5,753	$625,351
3	BE	Bloom Energy Corp	1,500	$454,050
4	NVT	nVent Electric plc	2,083	$353,297

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,237,363	251,590	-8.2%	Shares	Sole	2026-08-05
2026-03-31	$68,646,391	273,950	-12.5%	Shares	Sole	2026-05-05
2025-12-31	$50,714,800	313,035	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$48,755,990	323,187	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$42,261,015	329,110	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$23,978,630	332,114	+4.5%	Shares	Sole	2025-05-15
2024-12-31	$36,093,215	317,694	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$30,898,708	310,571	+23.8%	Shares	Sole	2024-11-14
2024-06-30	$21,713,487	250,820	+7.5%	Shares	Sole	2024-08-05
2024-03-31	$19,053,529	233,299	+1959.1%	Shares	Sole	2024-05-07
2021-03-31	$226,600	11,330	-51.8%	Shares	Sole	2021-05-17
2020-12-31	$439,305	23,530	-5.6%	Shares	Sole	2021-02-16
2020-09-30	$431,787	24,930	-16.6%	Shares	Sole	2020-11-13
2020-06-30	$405,444	29,900	-35.8%	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.