Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$380,355
New position
Shares Held
1,136
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,490
of 2,028 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Triad Wealth Partners, LLC holds $674,628 across 2 Electrical Equipment & Parts names. VRT ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,136 | $380,355 | |
| 2 | NVT |
nVent Electric plc
|
1,735 | $294,273 |
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,355 | 1,136 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||