Position in VRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$231,360
-$173,326 QoQ
Shares Held
691
-57.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,704
of 2,035 holders
Holding Since
Sep 2024
7 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, 2026Wealth Management Associates, Inc. holds $231,360 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
|
691 | $231,360 |
All Filings in VRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,360 | 691 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $404,686 | 1,615 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $465,130 | 2,871 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $482,450 | 3,198 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $307,156 | 2,392 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $293,341 | 2,582 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $369,903 | 3,718 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||