Position in VRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$882,584
-$15,494 QoQ
Shares Held
2,636
-26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,164
of 2,035 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $1,408,626 across 2 Electrical Equipment & Parts names. VRT ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,636 | $882,584 | |
| 2 | POWL |
Powell Industries Inc
|
1,837 | $526,042 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,584 | 2,636 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $898,078 | 3,584 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $518,594 | 3,201 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $381,675 | 2,530 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $318,585 | 2,481 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $211,618 | 2,931 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $363,097 | 3,196 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||