Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,889,054
+$845,890 QoQ
Shares Held
5,642
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#907
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, 2026Bluebird Wealth Management LLC holds $2,528,659 across 2 Electrical Equipment & Parts names. VRT ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
5,642 | $1,889,054 | |
| 2 | BE |
Bloom Energy Corp
|
2,113 | $639,605 |
All Filings in VRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,889,054 | 5,642 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,043,164 | 4,163 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $649,336 | 4,008 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||