Position in VRT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,320,182
+$836,369 QoQ
Shares Held
12,903
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#667
of 2,035 holders
Holding Since
Dec 2024
7 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, 2026Wealth Management Partners, LLC holds $4,320,182 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
|
12,903 | $4,320,182 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,320,182 | 12,903 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,483,813 | 13,903 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,749,957 | 16,974 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,554,512 | 16,933 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,885,315 | 14,682 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $829,217 | 11,485 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $315,835 | 2,780 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||