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Cura Wealth Advisors, LLC

SEC CIK
0002056729
Latest filing
Aug 6, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Cura Wealth 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)
973
Value
$325.6K
% of portfolio
0.1%
Quarters held
5
Since Q4 2024
Holdings of VRT by Cura Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026973$325.6K0.1%−47−4.6%ReducedHolders
Q1 20261,020$255.6K0.1%+1,020NewHolders
Q4 20250$00.0%−1,663−100.0%Sold outHolders
Q3 20251,663$250.9K0.1%−77−4.4%ReducedHolders
Q2 20251,740$223.4K0.1%+1,740NewHolders
Q1 20250$00.0%−1,860−100.0%Sold outHolders
Q4 20241,860$211.3K0.1%–No prior filingHolders