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Williamson Legacy Group, LLC

Position in VRT — Vertiv Holdings Co

CIK 2011965 CARMEL, IN

Position in VRT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,741,948
+$2,361,503 QoQ
Shares Held
11,176
+102.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#695
of 2,028 holders
Holding Since
Dec 2023
7 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, 2026

Williamson Legacy Group, LLC holds $13,361,056 across 3 Electrical Equipment & Parts names. VRT ranks #2 (28.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VRT
Vertiv Holdings Co
This page
11,176 $3,741,948

All Filings in VRT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,741,948 11,176
2026-03-31 $1,380,445 5,509
2024-12-31 $1,155,981 10,175
2024-09-30 $1,685,957 16,946
2024-06-30 $2,463,522 28,457
2024-03-31 $2,779,965 34,039
2023-12-31 $1,645,171 34,253