Glass Jacobson Investment Advisors llc
Position in VRT — Vertiv Holdings Co
CIK 1964394
OWINGS MILLS, MD
Position in VRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$743,635
+$187,348 QoQ
Shares Held
2,221
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#1,239
of 2,035 holders
Holding Since
Dec 2022
13 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, 2026Glass Jacobson Investment Advisors llc holds $1,161,966 across 2 Electrical Equipment & Parts names. VRT ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,221 | $743,635 | |
| 2 | BE |
Bloom Energy Corp
|
1,382 | $418,331 |
All Filings in VRT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,635 | 2,221 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $556,287 | 2,220 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $359,662 | 2,220 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $334,758 | 2,219 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $284,813 | 2,218 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $153,930 | 2,132 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $242,216 | 2,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $234,895 | 2,361 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $214,347 | 2,476 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $174,855 | 2,141 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,041 | 28 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,213 | 49 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,366 | 100 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||