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Lodestone Wealth Management LLC

Position in VRT — Vertiv Holdings Co

CIK 1950158 SPOKANE, WA

Position in VRT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$7,366
+$1,854 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,967
of 2,035 holders
Holding Since
Dec 2025
3 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, 2026

Lodestone Wealth Management LLC holds $551,178 across 5 Electrical Equipment & Parts names. VRT ranks #5 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 VRT
Vertiv Holdings Co
This page
22 $7,366

All Filings in VRT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,366 22
2026-03-31 $5,512 22
2025-12-31 $3,564 22