Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$349,886
+$85,274 QoQ
Shares Held
1,045
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,522
of 2,035 holders
Holding Since
Mar 2026
2 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, 2026Heritage Wealth Management, Inc. holds $349,886 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
|
1,045 | $349,886 |
All Filings in VRT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,886 | 1,045 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $264,612 | 1,056 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||