Walser Wealth Management Company, A Ltd Liability Co

Position in VRT — Vertiv Holdings Co

CIK 2112280 TAMPA, FL

Back to VRT Full portfolio

Position in VRT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,204,454

+$702,478 QoQ

Shares Held

6,584

+9.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#855

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, 2026

Walser Wealth Management Company, A Ltd Liability Co holds $3,208,452 across 4 Electrical Equipment & Parts names. VRT ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	6,584	$2,204,454
2	BE	Bloom Energy Corp	1,464	$443,152
3	FPS	Forgent Power Solutions, Inc.	5,488	$306,559
4	POWL	Powell Industries Inc	888	$254,287

All Filings in VRT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,204,454	6,584	+9.8%	Shares	Sole	2026-07-24
2026-03-31	$1,501,976	5,994	-0.6%	Shares	Sole	2026-04-28
2025-12-31	$977,406	6,033	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.