VERTIV HOLDINGS CO-A · CUSIP 92537N108 · CIK 1963565
As of 2026-06-30, Value Aligned Research Advisors, LLC reported 1.44M VRT (shares), valued at $481.41M, or 2.88% of its reported non-derivative portfolio. Filed 2026-08-17.
Verify history & sources →Shares decreased 25.88%; reported value decreased 0.96%, and weight changed -2.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.88% | 1,437,807 | SEC filing ↗Filed Aug 17, 2026 |
| Q1 2026 | 5.76% | 1,939,869 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 7.21% | 2,173,391 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 7.73% | 2,221,109 | SEC filing ↗Filed Dec 3, 2025Amended |
| Q2 2025 | 10.06% | 1,753,721 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 10.10% | 1,722,237 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 13.33% | 420,124 | SEC filing ↗Filed Feb 18, 2025Amended |
| Q3 2024 | 11.79% | 455,728 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 8.58% | 452,130 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 3.67% | 227,956 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 2.47% | 203,882 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 2.39% | 203,882 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.39% | 203,882 | $7.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 2.47% | 203,882 | $9.79M | Shares unchanged; reported value increased 29.11%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 3.67% | 227,956 | $18.62M | Shares increased 11.81%; reported value increased 90.12%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 8.58% | 452,130 | $39.14M | Shares increased 98.34%; reported value increased 110.24%, and weight changed +4.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 11.79% | 455,728 | $45.39M | Shares increased 0.80%; reported value increased 15.96%, and weight changed +3.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 13.33% | 420,124 | $47.73M | Shares decreased 7.81%; reported value increased 5.16%, and weight changed +1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 10.10% | 1,722,237 | $124.35M | Shares increased 309.94%; reported value increased 160.52%, and weight changed -3.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 10.06% | 1,753,721 | $225.20M | Shares increased 1.83%; reported value increased 81.10%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 7.73% | 2,221,109 | $335.08M | Shares increased 26.65%; reported value increased 48.79%, and weight changed -2.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 3, 2025 |
| Q4 2025 | 7.21% | 2,173,391 | $352.11M | Shares decreased 2.15%; reported value increased 5.08%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 5.76% | 1,939,869 | $486.09M | Shares decreased 10.74%; reported value increased 38.05%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 2.88% | 1,437,807 | $481.41M | Shares decreased 25.88%; reported value decreased 0.96%, and weight changed -2.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.