Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$367,967
+$158,483 QoQ
Shares Held
1,099
+31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,510
of 2,035 holders
Holding Since
Dec 2025
3 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, 2026Parkway Wealth Management Group, LLC holds $580,446 across 2 Electrical Equipment & Parts names. VRT ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,099 | $367,967 | |
| 2 | POWL |
Powell Industries Inc
|
742 | $212,479 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,967 | 1,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $209,484 | 836 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $237,668 | 1,467 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||