Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$598,992
+$160,477 QoQ
Shares Held
1,789
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,323
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $846,834 across 2 Electrical Equipment & Parts names. VRT ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
1,789 | $598,992 | |
| 2 | AYI |
Acuity Inc. (De)
|
658 | $247,842 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,992 | 1,789 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $438,515 | 1,750 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $162,982 | 1,006 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||