Position in VRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$29,415,945
+$8,928,525 QoQ
Shares Held
87,856
+7.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#269
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $29,885,263 across 2 Electrical Equipment & Parts names. VRT ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
87,856 | $29,415,945 | |
| 2 | AYI |
Acuity Inc. (De)
|
1,246 | $469,318 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,415,945 | 87,856 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $20,487,420 | 81,760 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,499,071 | 77,150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,277,690 | 74,756 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,926,164 | 69,513 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,418,640 | 61,200 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,557,001 | 57,715 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,394,546 | 54,222 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,320,189 | 49,904 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||