Position in VRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,749,769
+$342,763 QoQ
Shares Held
5,226
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#928
of 2,035 holders
Holding Since
Sep 2024
5 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, 2026Oxford Wealth Group, LLC holds $1,749,769 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
|
5,226 | $1,749,769 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,769 | 5,226 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,407,006 | 5,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $956,831 | 5,906 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $1,961,249 | 17,263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,942,044 | 19,520 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||