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Vertiv Holdings Llc vertiv holdings shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP 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 SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $299k 892 334.90
2026-03-31 $193k 768 250.69
2025-12-31 $113k 696 162.08

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding Vertiv Holdings Llc vertiv holdings

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Jpmorgan Chase & Co
Jane Street
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Morgan Stanley
Invesco
Norges Bank Investment Management
Citadel Advisors
FMR

View all funds holding Vertiv Holdings Llc vertiv holdings