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Simplicity Wealth,LLC

Position in VRT — Vertiv Holdings Co

CIK 1913243 SUMMIT, NJ

Position in VRT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,083,477
+$507,895 QoQ
Shares Held
3,236
+40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,081
of 2,035 holders
Holding Since
Mar 2024
6 quarters on record

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Simplicity Wealth,LLC holds $1,763,086 across 4 Electrical Equipment & Parts names. VRT ranks #1 (61.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
This page
3,236 $1,083,477

All Filings in VRT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,083,477 3,236
2026-03-31 $575,582 2,297
2025-12-31 $266,992 1,648
2025-09-30 $226,139 1,499
2024-06-30 $1,682,661 19,437
2024-03-31 $1,568,390 19,204