Position in VRT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,695,301
+$318,801 QoQ
Shares Held
8,050
-15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#796
of 2,035 holders
Holding Since
Mar 2025
6 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, 2026StoneCrest Wealth Management, Inc. holds $5,664,788 across 2 Electrical Equipment & Parts names. VRT ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
9,810 | $2,969,487 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
8,050 | $2,695,301 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695,301 | 8,050 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,376,500 | 9,484 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,601,954 | 9,888 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,352,761 | 8,967 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,106,765 | 8,619 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $562,077 | 7,785 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||