Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,779
+$70,188 QoQ
Shares Held
973
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,550
of 2,035 holders
Holding Since
Dec 2024
5 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, 2026CURA WEALTH ADVISORS, LLC holds $325,779 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
|
973 | $325,779 |
All Filings in VRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,779 | 973 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $255,591 | 1,020 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $250,880 | 1,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,433 | 1,740 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $211,314 | 1,860 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||