Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,025,553
+$146,769 QoQ
Shares Held
3,063
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,102
of 2,035 holders
Holding Since
Dec 2024
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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,964,697 across 2 Electrical Equipment & Parts names. VRT ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
3,063 | $1,025,553 | |
| 2 | HUBB |
Hubbell Inc
|
1,795 | $939,144 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,553 | 3,063 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $878,784 | 3,507 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $635,889 | 3,925 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $558,936 | 3,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $351,072 | 2,734 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $219,776 | 3,044 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,881 | 1,909 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||