SEC 13F Intelligence

Williamson Legacy Group, LLC / VRT

Williamson Legacy Group, LLC’s Vertiv Holdings Co Position

Does Williamson Legacy Group, LLC own Vertiv Holdings Co (VRT)? Yes — 5.5K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, down from 10.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
5.5K
% of Portfolio
+1.03%
Quarters Held
6
currently held

Position History VRT

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.5K$1M+1.03%
Q4 202410.2K$1M+0.77%
Q3 202416.9K$2M+1.13%
Q2 202428.5K$2M+1.83%
Q1 202434.0K$3M+2.15%
Q4 202334.3K$2M+1.53%

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