Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,356,690
+$847,011 QoQ
Shares Held
4,052
+99.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,012
of 2,035 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,394,162 across 2 Electrical Equipment & Parts names. VRT ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
6,731 | $2,037,472 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
4,052 | $1,356,690 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,356,690 | 4,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $509,679 | 2,034 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $281,897 | 1,740 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $585,318 | 5,152 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $486,207 | 4,887 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||