Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,790
+$6,992 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,902
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, 2026United Financial Planning Group LLC holds $28,061 across 2 Electrical Equipment & Parts names. VRT ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
83 | $27,790 | |
| 2 | PLUG |
Plug Power Inc
|
100 | $271 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,790 | 83 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,798 | 83 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,296 | 8 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||