Position in VRT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$775,108
+$236,612 QoQ
Shares Held
2,315
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,218
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, 2026Balance Wealth, LLC holds $775,108 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
|
2,315 | $775,108 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,108 | 2,315 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $538,496 | 2,149 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $338,438 | 2,089 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $306,547 | 2,032 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||