Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,628,002
+$699,288 QoQ
Shares Held
7,849
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#807
of 2,035 holders
Holding Since
Sep 2024
8 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, 2026WealthPlan Investment Management, LLC holds $2,628,002 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
|
7,849 | $2,628,002 |
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,002 | 7,849 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,928,714 | 7,697 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,356,671 | 8,374 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,245,198 | 8,254 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,066,830 | 8,308 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $493,342 | 6,833 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $766,526 | 6,747 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $644,496 | 6,478 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||