BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in VRT — Vertiv Holdings Co
CIK 2010186
CINCINNATI, OH
Position in VRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$86,048
+$45,455 QoQ
Shares Held
257
+58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,822
of 2,035 holders
Holding Since
Mar 2026
2 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $3,059,297 across 7 Electrical Equipment & Parts names. VRT ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
2,576 | $1,347,763 | |
| 2 | BE |
Bloom Energy Corp
|
4,252 | $1,287,080 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
490 | $182,706 | |
| 4 | NVT |
nVent Electric plc
|
615 | $104,310 | |
| 5 | VRT |
Vertiv Holdings Co
This page
|
257 | $86,048 | |
| 6 | KE |
Kimball Electronics, Inc.
|
2,000 | $51,200 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
11 | $190 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,048 | 257 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,593 | 162 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||