Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$257,811
+$151,857 QoQ
Shares Held
770
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,644
of 2,035 holders
Holding Since
Dec 2024
6 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, 2026Concord Wealth Partners holds $281,421 across 2 Electrical Equipment & Parts names. VRT ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
770 | $257,811 | |
| 2 | BE |
Bloom Energy Corp
|
78 | $23,610 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,811 | 770 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $105,954 | 654 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $70,602 | 468 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $128 | 1 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $72 | 1 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $113 | 1 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||