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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by SageView Advisory Group, 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)
1,735
Value
$581.0K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2024
Holdings of VRT by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,735$581.0K<0.1%+402+30.2%AddedHolders
Q1 20261,333$334.1K<0.1%−58−4.2%ReducedHolders
Q4 20251,391$225.4K<0.1%+1,391NewHolders
Q1 20250$00.0%−3,332−100.0%Sold outHolders
Q4 20243,332$378.6K<0.1%−32−1.0%ReducedHolders
Q3 20243,364$334.7K<0.1%−949−22.0%ReducedHolders
Q2 20244,313$373.4K<0.1%+4,313NewHolders