Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,691,725
+$564,738 QoQ
Shares Held
11,026
-11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#704
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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $3,691,725 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
|
11,026 | $3,691,725 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,691,725 | 11,026 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $3,126,987 | 12,479 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,906,047 | 11,765 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,793,272 | 11,887 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,538,865 | 11,984 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $342,300 | 4,741 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $496,589 | 4,371 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||