SEC 13F Intelligence

Ulland Investment Advisors, LLC / VRT

Ulland Investment Advisors, LLC’s Vertiv Holdings Co Position

Does Ulland Investment Advisors, LLC own Vertiv Holdings Co (VRT)? Yes — 27.0K shares worth $7M (+5.81% of its 13F portfolio) as of Q1 2026, down from 35.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
27.0K
% of Portfolio
+5.81%
Quarters Held
10
currently held

Position History VRT

Reported value by quarter
Q4 ’23: $286,000Q4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.0K$7M+5.81%
Q4 202535.9K$6M+4.65%
Q3 202542.4K$6M+4.82%
Q2 202542.2K$5M+4.13%
Q1 202545.1K$3M+2.72%
Q4 202458.6K$7M+4.24%
Q3 202458.3K$6M+4.25%
Q2 202458.9K$5M+3.55%
Q1 202457.1K$5M+3.72%
Q4 20236.0K$286,000+0.29%

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