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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Arkadios Wealth Advisors, 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)
21,795
Value
$7.30M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of VRT by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,795$7.30M0.1%+7,484+52.3%AddedHolders
Q1 202614,311$3.59M0.1%−1,376−8.8%ReducedHolders
Q4 202515,687$2.54M0.1%+85+0.5%AddedHolders
Q3 202515,602$2.35M0.1%−695−4.3%ReducedHolders
Q2 202516,297$2.09M0.1%−544−3.2%ReducedHolders
Q1 202516,841$1.22M<0.1%+10,605+170.1%AddedHolders
Q4 20246,236$708.5K<0.1%+530+9.3%AddedHolders
Q3 20245,706$567.7K<0.1%+787+16.0%AddedHolders
Q2 20244,919$425.8K<0.1%+305+6.6%AddedHolders
Q1 20244,614$376.8K<0.1%+423+10.1%AddedHolders
Q4 20234,191$201.3K<0.1%+4,191NewHolders