Medallion Wealth Advisors, LLC

Position in VRT — Vertiv Holdings Co

CIK 2131139 FARMINGTON, CT

Position in VRT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,366

+$3,608 QoQ

Shares Held

+46.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,960

of 2,028 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $259,489 across 6 Electrical Equipment & Parts names. VRT ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUBB	Hubbell Inc	185	$96,792
2	FPS	Forgent Power Solutions, Inc.	1,284	$71,724
3	BE	Bloom Energy Corp	185	$55,999
4	PLUG	Plug Power Inc	10,000	$27,100
5	VRT	Vertiv Holdings Co This page	22	$7,366
6	NVT	nVent Electric plc	3	$508

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,366	22	+46.7%	Shares	Sole	2026-08-14
2026-03-31	$3,758	15	0.0%	Shares	Sole	2026-04-24
2025-12-31	$2,430	15	0.0%	Shares	Sole	2026-04-24
2025-09-30	$2,262	15	0.0%	Shares	Sole	2026-04-24
2025-06-30	$1,926	15	0.0%	Shares	Sole	2026-04-24
2025-03-31	$1,083	15	-48.3%	Shares	Sole	2026-04-24
2024-12-31	$3,294	29	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.