Position in VRT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,181,579
+$472,939 QoQ
Shares Held
3,529
+24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,056
of 2,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Bison Wealth, LLC holds $1,181,579 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
|
3,529 | $1,181,579 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,579 | 3,529 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $708,640 | 2,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $421,063 | 2,599 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $260,233 | 1,725 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||