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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
13,864
Value
$4.64M
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of VRT by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,864$4.64M<0.1%+1,215+9.6%AddedHolders
Q1 202612,649$3.17M<0.1%+4,357+52.5%AddedHolders
Q4 20258,292$1.34M<0.1%−1,070−11.4%ReducedHolders
Q3 20259,362$1.41M<0.1%+1,013+12.1%AddedHolders
Q2 20258,349$1.07M<0.1%−2,266−21.3%ReducedHolders
Q1 202510,615$766.4K<0.1%−1,786−14.4%ReducedHolders
Q4 202412,401$1.41M<0.1%−6,160−33.2%ReducedHolders
Q3 202418,561$1.85M<0.1%+9,932+115.1%AddedHolders
Q2 20248,629$747.0K<0.1%+5,792+204.2%AddedHolders
Q1 20242,837$231.7K<0.1%+2,837NewHolders