Position in VRT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$763,389
New position
Shares Held
2,280
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,226
of 2,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $763,389 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
|
2,280 | $763,389 |
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,389 | 2,280 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||