Wescott Financial Advisory Group, LLC
Position in VRT — Vertiv Holdings Co
CIK 1864880
Philadelphia, PA
Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$303,346
+$80,080 QoQ
Shares Held
906
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,580
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $303,346 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
|
906 | $303,346 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,346 | 906 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $223,266 | 891 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||