Position in VRT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,263,048
-$130,492 QoQ
Shares Held
6,759
-29.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#844
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Derivatives in VRT
reported options exposure · as of Mar 31, 2025CallValue
$115,520
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,263,048 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
|
6,759 | $2,263,048 |
All Filings in VRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,048 | 6,759 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,393,540 | 9,552 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,240,922 | 13,832 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,030,877 | 13,462 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,924,609 | 14,988 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $673,481 | 9,328 | Shares | Sole | 2025-04-21 | |
| 2025-03-31 | $115,520 | 1,600 | Call | Sole | 2025-04-21 | |
| 2024-12-31 | $1,181,316 | 10,398 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,324,410 | 13,312 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $807,092 | 9,323 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||