Position in VRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$504,573
+$230,940 QoQ
Shares Held
1,507
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,380
of 2,028 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $727,101 across 2 Electrical Equipment & Parts names. VRT ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,507 | $504,573 | |
| 2 | NVT |
nVent Electric plc
|
1,312 | $222,528 |
All Filings in VRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,573 | 1,507 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,633 | 1,092 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $105,630 | 652 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $92,024 | 610 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||