SEC 13F Intelligence

Bnc Wealth Management, LLC / VRT

Bnc Wealth Management, LLC’s Vertiv Holdings Co Position

Does Bnc Wealth Management, LLC own Vertiv Holdings Co (VRT)? Not currently — the last reported position was 24.2K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
24.2K
% of Portfolio
+1.01%
Quarters Held
3
position exited

Position History VRT

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202524.2K$4M+1.01%
Q3 202524.8K$4M+0.94%
Q4 202426.3K$3M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of VRT.