Position in VRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,831,907
+$598,488 QoQ
Shares Held
8,458
-5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#777
of 2,035 holders
Holding Since
Sep 2024
6 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,831,907 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
8,458 | $2,831,907 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,831,907 | 8,458 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,233,419 | 8,913 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,124,025 | 6,938 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $899,276 | 5,961 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $631,103 | 5,555 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $572,962 | 5,759 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||