AXXCESS WEALTH MANAGEMENT, LLC

Position in VRT — Vertiv Holdings Co

CIK 1911056 CARLSBAD, CA

Position in VRT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,425,972

+$3,350,935 QoQ

Shares Held

22,179

-11.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#534

of 2,035 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $15,575,018 across 5 Electrical Equipment & Parts names. VRT ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	22,179	$7,425,972
2	HUBB	Hubbell Inc	7,993	$4,181,937
3	BE	Bloom Energy Corp	10,161	$3,075,734
4	NVT	nVent Electric plc	4,653	$789,195
5	NMAD	Nomad Power Solutions, Inc.	13,771	$102,180

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,425,972	22,179	-11.8%	Shares	Sole	2026-07-28
2025-12-31	$4,075,037	25,153	+44.2%	Shares	Sole	2026-02-19
2025-09-30	$2,632,054	17,447	-6.5%	Shares	Sole	2025-11-07
2025-06-30	$2,396,901	18,666	+80.4%	Shares	Sole	2025-07-28
2025-03-31	$747,053	10,347	+29.9%	Shares	Sole	2025-04-30
2024-12-31	$904,790	7,964	+7.9%	Shares	Sole	2025-02-10
2024-09-30	$734,634	7,384	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.