Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,899,648
+$1,013,719 QoQ
Shares Held
11,647
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#687
of 2,035 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $13,670,663 across 8 Electrical Equipment & Parts names. VRT ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
11,647 | $3,899,648 | |
| 2 | AYI |
Acuity Inc. (De)
|
8,797 | $3,313,478 | |
| 3 | ENS |
EnerSys
|
12,593 | $2,944,495 | |
| 4 | BE |
Bloom Energy Corp
|
5,575 | $1,687,552 | |
| 5 | HUBB |
Hubbell Inc
|
1,424 | $745,036 | |
| 6 | NVT |
nVent Electric plc
|
4,091 | $693,874 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
772 | $287,855 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
16,790 | $98,725 |
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,899,648 | 11,647 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,885,929 | 11,517 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,818,886 | 11,227 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,110,631 | 7,362 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $323,464 | 2,519 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $271,982 | 2,394 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $208,431 | 2,095 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||