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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Maia Wealth's VRT Position: Q2 2026 in Review

Maia Wealth opened a new position in Vertiv (VRT) in Q2 2026: 642 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings. This is a return to the name: Maia Wealth previously reported a position in VRT as recently as Q4 2024.

Maia Wealth first reported a position in VRT in Q4 2024 and has held it in 2 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Maia Wealth held 642 shares of Vertiv worth $215K as of Q2 2026.
Vertiv was a new Maia Wealth position in Q2 2026.
Vertiv made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #338 holding.
Maia Wealth first reported a position in Vertiv in Q4 2024 and has held it in 2 quarters since.
2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.