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SageView Advisory Group, LLC

Position in VRT — Vertiv Holdings Co

CIK 1914558 NEWPORT BEACH, CA

Position in VRT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$580,912
+$246,889 QoQ
Shares Held
1,735
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,332
of 2,035 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VRT Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

SageView Advisory Group, LLC holds $1,207,015 across 3 Electrical Equipment & Parts names. VRT ranks #1 (48.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
This page
1,735 $580,912

All Filings in VRT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $580,912 1,735
2026-03-31 $334,023 1,333
2025-12-31 $225,355 1,391
2024-12-31 $378,548 3,332
2024-09-30 $334,684 3,364
2024-06-30 $373,376 4,313