Clay Northam Wealth Management, LLC
Position in VRT — Vertiv Holdings Co
CIK 1915687
HUNTINGTON BEACH, CA
Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$821,983
+$258,178 QoQ
Shares Held
2,455
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,194
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Clay Northam Wealth Management, LLC holds $821,983 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
|
2,455 | $821,983 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,983 | 2,455 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $563,805 | 2,250 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $364,522 | 2,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $270,793 | 1,795 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||