MFG
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Menard Financial Group’s Vertiv VRT Stock Holding History

Menard Financial Group’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
2025
Q3 		– Sell
-1,724
Closed -$221K – 98
2025
Q2 		$221K Buy
+1,724
New +$168K 0.13% 88
2025
Q1 		– Sell
-5,652
Closed -$642K – 301
2024
Q4 		$642K Sell
5,652
-901
-14% -$107K 0.39% 56
2024
Q3 		$652K Buy
6,553
+1,276
+24% +$106K 0.43% 58
2024
Q2 		$457K Buy
5,277
+820
+18% +$74.7K 0.33% 75
2024
Q1 		$364K Buy
+4,457
New +$280K 0.31% 82

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Menard Financial Group's VRT Position: Q3 2025 in Review

Menard Financial Group sold out of Vertiv (VRT) in Q3 2025, closing a stake of 1,724 shares — an estimated $221K sold.

Menard Financial Group first reported a position in VRT in Q1 2024 and held it in 5 quarters. The position peaked at $652K in Q3 2024. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Menard Financial Group reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Menard Financial Group sold 1,724 Vertiv shares in Q3 2025, an estimated $221K.
  • Menard Financial Group first reported a position in Vertiv in Q1 2024 and held it in 5 quarters.
  • Menard Financial Group's Vertiv position peaked at $652K in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Menard Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.