Position in VRT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,172,981
+$502,615 QoQ
Shares Held
6,490
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#861
of 2,035 holders
Holding Since
Mar 2024
10 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, 2026SAX WEALTH ADVISORS, LLC holds $2,172,981 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
|
6,490 | $2,172,981 |
All Filings in VRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,172,981 | 6,490 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,670,366 | 6,666 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,079,958 | 6,666 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $637,986 | 4,229 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $556,657 | 4,335 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $320,351 | 4,437 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $753,234 | 6,630 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $715,631 | 7,193 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $586,425 | 6,774 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $272,777 | 3,340 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||