PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in VRT — Vertiv Holdings Co
CIK 2145782
WALTHAM, MA
Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,289,726
+$285,903 QoQ
Shares Held
3,852
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,025
of 2,035 holders
Holding Since
Sep 2024
8 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,482,708 across 3 Electrical Equipment & Parts names. VRT ranks #1 (87.0% of the industry book) .
All Filings in VRT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,726 | 3,852 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,003,823 | 4,006 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $736,821 | 4,548 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $117,369 | 778 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $226,001 | 1,760 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $296,164 | 4,102 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $233,354 | 2,054 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $253,102 | 2,544 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||