Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$639,841
+$164,241 QoQ
Shares Held
1,911
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,295
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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,507,306 across 2 Electrical Equipment & Parts names. VRT ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
1,658 | $867,465 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
1,911 | $639,841 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,841 | 1,911 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $475,600 | 1,898 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,494 | 1,898 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $286,332 | 1,898 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||