Maia Wealth’s Vertiv VRT Stock Holding History

Maia Wealth’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-642	Closed	-$215K	–	377
2026 Q2	$215K	Buy	+642	New	+$204K	0.03%	338
2025 Q1	–	Sell	-20	Closed	-$2.27K	–	351
2024 Q4	$2.27K	Buy	+20	New	+$2.38K	﹤0.01%	313

Other funds holding VRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Maia Wealth's VRT Position: Q3 2026 in Review

Maia Wealth sold out of Vertiv (VRT) in Q3 2026, closing a stake of 642 shares — an estimated $215K sold.

Maia Wealth first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q2 2026. 1,401 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Maia Wealth reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 642 Vertiv shares in Q3 2026, an estimated $215K.
Maia Wealth first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
Maia Wealth's Vertiv position peaked at $215K in Q2 2026.
1,401 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.