Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$347,207
+$17,946 QoQ
Shares Held
1,037
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,524
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $563,958 across 2 Electrical Equipment & Parts names. VRT ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,037 | $347,207 | |
| 2 | ENS |
EnerSys
|
927 | $216,751 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,207 | 1,037 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $329,261 | 1,314 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $264,886 | 1,635 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $206,527 | 1,369 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||