Position in VRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,958
+$7,257 QoQ
Shares Held
645
-64.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,734
of 2,035 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $215,958 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
645 | $215,958 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,958 | 645 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $208,701 | 1,837 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||