Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,480,239
-$78,118 QoQ
Shares Held
4,421
-28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#974
of 2,035 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $1,480,239 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
|
4,421 | $1,480,239 |
All Filings in VRT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,239 | 4,421 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,558,357 | 6,219 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,127,751 | 6,961 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,323,796 | 8,775 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,130,521 | 8,804 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $629,945 | 8,725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $558,620 | 4,917 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $500,633 | 5,032 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $582,183 | 6,725 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $553,395 | 6,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $427,995 | 8,911 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $347,521 | 9,342 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $762,839 | 30,797 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $647,512 | 45,249 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $585,561 | 42,867 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||