Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,110,477
+$857,513 QoQ
Shares Held
9,290
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#748
of 2,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $31,166,552 across 2 Electrical Equipment & Parts names. VRT ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
53,624 | $28,056,075 | |
| 2 | VRT |
Vertiv Holdings Co
This page
|
9,290 | $3,110,477 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110,477 | 9,290 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,252,964 | 8,991 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $387,527 | 2,392 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||