Wilkerson Advisory Group LLC

Position in VRT — Vertiv Holdings Co

CIK 2079661 COLUMBIA, MO

Position in VRT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$54,910

-$44,319 QoQ

Shares Held

164

-58.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,859

of 2,035 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $198,599 across 3 Electrical Equipment & Parts names. VRT ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp	464	$140,452
2	VRT	Vertiv Holdings Co This page	164	$54,910
3	ENR	Energizer Holdings, Inc.	151	$3,237

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,910	164	-58.6%	Shares	Sole	2026-07-21
2026-03-31	$99,229	396	+1137.5%	Shares	Sole	2026-05-08
2025-12-31	$5,184	32	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.