Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$786,157
+$195,791 QoQ
Shares Held
2,348
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#1,215
of 2,036 holders
Holding Since
Jun 2025
5 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, 2026Kaufman Rossin Wealth, LLC holds $786,157 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
|
2,348 | $786,157 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,157 | 2,348 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $590,366 | 2,356 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $513,247 | 3,168 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $477,924 | 3,168 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $394,989 | 3,076 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||