MWA
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MFA Wealth Advisors’s Vertiv VRT Stock Holding History

MFA Wealth Advisors’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 		$216K Buy
893
+2
+0.2% +$545 0.04% 91
2026
Q2 		$298K Hold
891
– – 0.05% 80
2026
Q1 		$223K Buy
+891
New +$198K 0.04% 85
2024
Q4 		– Sell
-671
Closed -$66.8K – 382
2024
Q3 		$66.8K Buy
+671
New +$55.6K 0.01% 161

Other funds holding VRT

CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MFA Wealth Advisors's VRT Position: Q3 2026 in Review

MFA Wealth Advisors increased its Vertiv (VRT) stake by 0.22% in Q3 2026, buying an estimated $545 and bringing the position to 893 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #91.

MFA Wealth Advisors first reported a position in VRT in Q3 2024 and has held it in 4 quarters since. The position peaked at $298K in Q2 2026. 141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • MFA Wealth Advisors held 893 shares of Vertiv worth $216K as of Q3 2026.
  • MFA Wealth Advisors bought 2 Vertiv shares in Q3 2026, an estimated $545.
  • Vertiv made up 0.04% of MFA Wealth Advisors's portfolio in Q3 2026, its #91 holding.
  • MFA Wealth Advisors first reported a position in Vertiv in Q3 2024 and has held it in 4 quarters since.
  • MFA Wealth Advisors's Vertiv position peaked at $298K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.