Vertiv Holdings Llc vertiv holdings shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vertiv Holdings Llc vertiv holdings
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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $23M | 69k | 334.82 |
| 2026-03-31 | $2.2M | 8.9k | 250.57 |
| 2025-12-31 | $1.0M | 6.2k | 162.02 |
| 2025-06-30 | $410k | 3.2k | 128.42 |
| 2025-03-31 | $260k | 3.6k | 72.21 |
| 2024-12-31 | $372k | 3.3k | 113.63 |
| 2024-09-30 | $426k | 4.3k | 99.49 |
| 2024-06-30 | $258k | 3.0k | 86.57 |
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