POINCIANA ADVISORS GROUP, LLC
Position in VRT — Vertiv Holdings Co
CIK 2054543
PALM BEACH GARDENS, FL
Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$487,832
+$81,141 QoQ
Shares Held
1,457
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#1,401
of 2,035 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, 2026POINCIANA ADVISORS GROUP, LLC holds $487,832 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
|
1,457 | $487,832 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,832 | 1,457 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $406,691 | 1,623 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $262,942 | 1,623 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $246,806 | 1,636 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $215,857 | 1,681 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||