Position in VRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$511,604
+$146,008 QoQ
Shares Held
1,528
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,379
of 2,035 holders
Holding Since
Sep 2024
7 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, 2026FSM Wealth Advisors, LLC holds $770,598 across 2 Electrical Equipment & Parts names. VRT ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,528 | $511,604 | |
| 2 | NVT |
nVent Electric plc
|
1,527 | $258,994 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,604 | 1,528 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $365,596 | 1,459 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $226,003 | 1,395 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $639,344 | 4,238 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $661,568 | 5,152 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $248,007 | 3,435 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $219,176 | 2,203 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||