Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$172,767
+$43,969 QoQ
Shares Held
516
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,773
of 2,028 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $295,761 across 13 Electrical Equipment & Parts names. VRT ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
516 | $172,767 | |
| 2 | NVT |
nVent Electric plc
|
207 | $35,109 | |
| 3 | BE |
Bloom Energy Corp
|
93 | $28,151 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
57 | $21,253 | |
| 5 | AYI |
Acuity Inc. (De)
|
40 | $15,066 | |
| 6 | HUBB |
Hubbell Inc
|
28 | $14,649 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
182 | $3,150 | |
| 8 | ATKR |
Atkore Inc.
|
18 | $1,368 |
All Filings in VRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,767 | 516 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $128,798 | 514 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $75,982 | 469 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $69,244 | 459 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $63,819 | 497 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $33,573 | 465 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $51,465 | 453 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $44,472 | 447 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,437 | 444 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $35,689 | 437 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,508 | 427 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,219 | 436 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,716 | 473 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,997 | 489 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,390 | 541 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,258 | 541 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $756 | 92 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,073 | 43 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $505 | 21 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||