Nvest Wealth Strategies, Inc.

Position in VRT — Vertiv Holdings Co

CIK 2106942 POWELL, OH

Position in VRT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,339

+$337 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,015

of 2,035 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $2,480 across 4 Electrical Equipment & Parts names. VRT ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	4	$1,339
2	BE	Bloom Energy Corp	2	$605
3	HUBB	Hubbell Inc	1	$523
4	PLUG	Plug Power Inc	5	$13

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339	4	0.0%	Shares	Other	2026-07-10
2026-03-31	$1,002	4	—	Shares	Other	2026-04-13
No filing history on record for this holder in this stock.