Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$339,507
+$116,742 QoQ
Shares Held
1,014
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,530
of 2,036 holders
Holding Since
Mar 2026
2 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, 2026Premier Path Wealth Partners, LLC holds $633,428 across 2 Electrical Equipment & Parts names. VRT ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,014 | $339,507 | |
| 2 | BE |
Bloom Energy Corp
|
971 | $293,921 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,507 | 1,014 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $222,765 | 889 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||