Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,508,029
+$859,278 QoQ
Shares Held
4,504
+74.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#966
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $1,508,029 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
|
4,504 | $1,508,029 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,029 | 4,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $648,751 | 2,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $620,822 | 3,832 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $638,137 | 4,230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $723,333 | 5,633 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $406,486 | 5,630 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||