N.E.W. Advisory Services LLC

Position in VRT — Vertiv Holdings Co

CIK 1803456 DE PERE, WI

Position in VRT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$375,333

+$60,104 QoQ

Shares Held

1,121

-10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,502

of 2,035 holders

Holding Since

Mar 2025

6 quarters on record

Industrials · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $528,965 across 5 Electrical Equipment & Parts names. VRT ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	1,121	$375,333
2	BE	Bloom Energy Corp	430	$130,161
3	ENS	EnerSys	91	$21,277
4	ENVX	Enovix Corp	250	$1,517
5	PLUG	Plug Power Inc	250	$677

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,333	1,121	-10.9%	Shares	Sole	2026-08-06
2026-03-31	$315,229	1,258	-54.7%	Shares	Sole	2026-05-05
2025-12-31	$449,415	2,774	+94.9%	Shares	Sole	2026-01-28
2025-09-30	$214,673	1,423	-20.3%	Shares	Sole	2025-10-27
2025-06-30	$229,340	1,786	-76.5%	Shares	Sole	2025-08-18
2025-03-31	$548,864	7,602	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.