Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$944,527
+$248,668 QoQ
Shares Held
2,821
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,137
of 2,035 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Horizon Family Wealth, Inc. holds $944,527 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
|
2,821 | $944,527 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,527 | 2,821 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $695,859 | 2,777 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $543,543 | 3,355 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $505,833 | 3,353 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $430,430 | 3,352 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $241,942 | 3,351 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $347,646 | 3,060 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $304,737 | 3,063 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||