Position in VRT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,400,552
+$728,697 QoQ
Shares Held
4,183
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#999
of 2,035 holders
Holding Since
Dec 2024
5 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, 2026Worth Financial Advisory Group, LLC holds $2,529,925 across 2 Electrical Equipment & Parts names. VRT ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
4,183 | $1,400,552 | |
| 2 | BE |
Bloom Energy Corp
|
3,731 | $1,129,373 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,552 | 4,183 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $671,855 | 4,147 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $451,825 | 2,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $318,199 | 2,478 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $225,061 | 1,981 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||