Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$304,016
+$62,708 QoQ
Shares Held
908
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,579
of 2,035 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $304,016 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
|
908 | $304,016 |
All Filings in VRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,016 | 908 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $241,308 | 963 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $159,255 | 983 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $75,430 | 500 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $57,784 | 450 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $25,562 | 225 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||