Position in VRT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$868,523
+$245,331 QoQ
Shares Held
2,594
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,169
of 2,035 holders
Holding Since
Sep 2025
4 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, 2026Plan A Wealth LLC holds $868,523 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
|
2,594 | $868,523 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,523 | 2,594 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $623,192 | 2,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $396,276 | 2,446 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $369,154 | 2,447 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||