Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$638,501
+$108,775 QoQ
Shares Held
1,907
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,297
of 2,035 holders
Holding Since
Sep 2023
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, 2026Cyndeo Wealth Partners, LLC holds $853,536 across 2 Electrical Equipment & Parts names. VRT ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,907 | $638,501 | |
| 2 | HUBB |
Hubbell Inc
|
411 | $215,035 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,501 | 1,907 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $529,726 | 2,114 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $371,812 | 2,295 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $426,782 | 2,829 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $360,446 | 2,807 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $3,223,693 | 37,238 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,146,418 | 38,526 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,811,259 | 37,711 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,425,355 | 38,316 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||