VRT β€” VERTIV HOLDINGS CO

Ownership history in Strategic Global Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Strategic Global Advisors, LLC reported VERTIV HOLDINGS CO (VRT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q4. The latest visible filing shows VRT at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Global Advisors, LLC's position in VERTIV HOLDINGS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VRT was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Global Advisors, LLC held VRT β€” position size vs. price
% of Fund (quarterly)    VRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,093 -644 -2.0% 0.80% $5.2M 2026-02-14 (Est.) $234.47
2025 Q3 REDUCED 32,737 -579 -1.7% 0.75% $4.9M 2025-11-14 $170.87
2025 Q2 ADDED 33,316 +2,181 +7.0% 0.70% $4.3M 2025-08-14 $132.40
2025 Q1 REDUCED 31,135 -4,053 -11.5% 0.44% $2.2M 2025-05-15 $105.25
2024 Q4 ADDED 35,188 +1,415 +4.2% 0.73% $4.0M 2025-02-14 $107.87
2024 Q3 REDUCED 33,773 -228 -0.7% 0.66% $3.4M 2024-11-14 $120.79
2024 Q2 INITIATED 34,001 β€” β€” 0.62% $2.9M 2024-08-14 $79.98

FAQ About Strategic Global Advisors, LLC and VRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Global Advisors, LLC reported owning VRT?

Strategic Global Advisors, LLC reported VRT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VRT position in Strategic Global Advisors, LLC's portfolio?

The largest reported portfolio weight for VRT was 0.80% in 2025 Q4.

What is the latest reported VRT position on this page?

The most recent filing on this page is 2025 Q4, when Strategic Global Advisors, LLC reported 32,093 shares, equal to 0.80% of portfolio, with an estimated market value of $5.2M.

What does the chart on this VRT ownership page compare?

The chart compares Strategic Global Advisors, LLC's quarterly VRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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