Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,193,405
+$476,682 QoQ
Shares Held
6,551
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#861
of 2,044 holders
Holding Since
Jun 2024
9 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, 2026WEALTH EFFECTS LLC holds $3,698,892 across 2 Electrical Equipment & Parts names. VRT ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,551 | $2,193,405 | |
| 2 | ENVX |
Enovix Corp
|
248,021 | $1,505,487 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193,405 | 6,551 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,716,723 | 6,851 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,109,930 | 6,851 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,108,971 | 7,351 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $918,131 | 7,150 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $588,430 | 8,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $800,950 | 7,050 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $661,608 | 6,650 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $597,333 | 6,900 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||