Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,254,905
-$150,347 QoQ
Shares Held
3,748
-33.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,037
of 2,035 holders
Holding Since
Sep 2023
11 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, 2026Precision Wealth Strategies, LLC holds $1,254,905 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
|
3,748 | $1,254,905 |
All Filings in VRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,905 | 3,748 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,405,252 | 5,608 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $907,580 | 5,602 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $784,472 | 5,200 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $291,615 | 4,039 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $576,570 | 5,075 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $474,666 | 4,771 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $398,741 | 4,606 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $565,401 | 6,923 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $486,255 | 10,124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $380,035 | 10,216 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||