National Wealth Management Group, LLC
Position in VRT — Vertiv Holdings Co
CIK 1977723
CINCINNATI, OH
Position in VRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,142,405
+$237,311 QoQ
Shares Held
3,412
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,065
of 2,035 holders
Holding Since
Jun 2025
4 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, 2026National Wealth Management Group, LLC holds $1,333,866 across 2 Electrical Equipment & Parts names. VRT ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
3,412 | $1,142,405 | |
| 2 | PLUG |
Plug Power Inc
|
70,650 | $191,461 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,405 | 3,412 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $905,094 | 3,612 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $909,524 | 5,614 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $849,817 | 6,618 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||