Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,586,699
+$1,573,475 QoQ
Shares Held
13,699
+13.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#651
of 2,028 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)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $13,115,666 across 9 Electrical Equipment & Parts names. VRT ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
13,699 | $4,586,699 | |
| 2 | NVT |
nVent Electric plc
|
15,187 | $2,575,867 | |
| 3 | AYI |
Acuity Inc. (De)
|
5,805 | $2,186,511 | |
| 4 | BE |
Bloom Energy Corp
|
4,827 | $1,461,132 | |
| 5 | HUBB |
Hubbell Inc
|
1,660 | $868,512 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,558 | $580,931 | |
| 7 | ENS |
EnerSys
|
1,459 | $341,143 | |
| 8 | POWL |
Powell Industries Inc
|
1,148 | $328,741 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,586,699 | 13,699 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,013,224 | 12,025 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,260,113 | 7,778 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $954,340 | 6,326 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $666,319 | 5,189 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $480,491 | 6,655 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $511,017 | 4,498 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $394,975 | 3,970 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $224,129 | 2,589 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||