PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in VRT — Vertiv Holdings Co
CIK 1989941
LEAWOOD, KS
Position in VRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,784,577
+$561,803 QoQ
Shares Held
14,290
-15.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#634
of 2,028 holders
Holding Since
Mar 2025
5 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $9,447,495 across 2 Electrical Equipment & Parts names. VRT ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
14,290 | $4,784,577 | |
| 2 | NVT |
nVent Electric plc
|
27,492 | $4,662,918 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,784,577 | 14,290 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,222,774 | 16,852 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,554,337 | 21,939 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,610,130 | 30,559 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $4,865,413 | 67,388 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||