Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,650,864
+$1,389,687 QoQ
Shares Held
19,864
-5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#559
of 2,035 holders
Holding Since
Jun 2024
9 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, 2026Balboa Wealth Partners holds $6,975,963 across 2 Electrical Equipment & Parts names. VRT ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
19,864 | $6,650,864 | |
| 2 | BE |
Bloom Energy Corp
|
1,074 | $325,099 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,650,864 | 19,864 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,261,177 | 20,996 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,628,213 | 22,395 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,336,923 | 28,748 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,978,398 | 30,982 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,123,257 | 29,408 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,977,609 | 17,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,437,431 | 14,448 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $868,556 | 10,033 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||