Wealthspire Retirement, LLC
PensionPosition in VRT — Vertiv Holdings Co
CIK 2040084
ALISO VIEJO, CA
Position in VRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$462,051
+$117,253 QoQ
Shares Held
1,380
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,428
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Wealthspire Retirement, LLC holds $462,051 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
|
1,380 | $462,051 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,051 | 1,380 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $344,798 | 1,376 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $222,601 | 1,374 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $208,790 | 1,384 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||