Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,659
+$106,214 QoQ
Shares Held
892
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,587
of 2,035 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $413,742 across 11 Electrical Equipment & Parts names. VRT ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
892 | $298,659 | |
| 2 | BE |
Bloom Energy Corp
|
210 | $63,567 | |
| 3 | NVT |
nVent Electric plc
|
128 | $21,710 | |
| 4 | HUBB |
Hubbell Inc
|
15 | $7,848 | |
| 5 | LTBR |
LIGHTBRIDGE Corp
|
763 | $6,706 | |
| 6 | PLUG |
Plug Power Inc
|
2,249 | $6,094 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
65 | $3,630 | |
| 8 | TE |
T1 Energy Inc.
|
250 | $2,370 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,659 | 892 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $192,445 | 768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $112,758 | 696 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||