Position in VRT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$481,805
+$125,481 QoQ
Shares Held
1,439
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,407
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, 2026Legacy Wealth Management, LLC / MS holds $2,784,931 across 2 Electrical Equipment & Parts names. VRT ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
4,402 | $2,303,126 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
1,439 | $481,805 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,805 | 1,439 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $356,324 | 1,422 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $227,300 | 1,403 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $211,505 | 1,402 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||