Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,446,422
+$731,518 QoQ
Shares Held
4,320
+51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#980
of 2,036 holders
Holding Since
Jun 2024
9 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, 2026Icon Wealth Advisors, LLC holds $5,306,149 across 2 Electrical Equipment & Parts names. VRT ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
12,751 | $3,859,727 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
4,320 | $1,446,422 |
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446,422 | 4,320 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $714,904 | 2,853 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $464,482 | 2,867 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $452,429 | 2,999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $357,365 | 2,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $199,488 | 2,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $379,002 | 3,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,954 | 2,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $133,144 | 1,538 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||