Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Vertiv Holdings Llc vertiv holdings shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $32M 128k 250.58

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Susquehanna International
Jane Street
State Street Corporation
Bank of America Corporation
FMR
Morgan Stanley
Invesco
UBS Group
Citadel Advisors
Wellington Management Company

View all funds holding Vertiv Holdings Llc vertiv holdings