Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,504
+$9,688 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,886
of 2,035 holders
Holding Since
Mar 2024
10 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, 2026HighMark Wealth Management LLC holds $38,910 across 2 Electrical Equipment & Parts names. VRT ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
115 | $38,504 | |
| 2 | PLUG |
Plug Power Inc
|
150 | $406 |
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,504 | 115 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,816 | 115 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,631 | 115 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,348 | 115 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $17,335 | 135 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,747 | 135 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,996 | 132 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,132 | 132 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,427 | 132 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,392 | 115 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||