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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Advisor OS, 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)
2,523
Value
$844.7K
% of portfolio
0.1%
Quarters held
7
Since Q3 2024
Holdings of VRT by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,523$844.7K0.1%−868−25.6%ReducedHolders
Q1 20263,391$849.7K0.1%−42−1.2%ReducedHolders
Q4 20253,433$556.3K<0.1%−337−8.9%ReducedHolders
Q3 20253,770$568.8K<0.1%+1,492+65.5%AddedHolders
Q2 20252,278$292.5K<0.1%+2,278NewHolders
Q1 20250$00.0%−2,766−100.0%Sold outHolders
Q4 20242,766$314.2K<0.1%+414+17.6%AddedHolders
Q3 20242,352$234.0K<0.1%+2,352NewHolders