Position in VRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,404,235
+$414,695 QoQ
Shares Held
4,194
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#998
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, 2026Alta Wealth Advisors LLC holds $1,404,235 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
|
4,194 | $1,404,235 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,235 | 4,194 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $989,540 | 3,949 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $605,755 | 3,739 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $452,278 | 2,998 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $314,286 | 4,353 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $489,886 | 4,312 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||