MGB Wealth Management’s Vertiv VRT Stock Holding History

MGB Wealth Management’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 Q4	$204K	Buy	+1,256	New	+$218K	0.06%	219

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's VRT Position: Q4 2025 in Review

MGB Wealth Management opened a new position in Vertiv (VRT) in Q4 2025: 1,256 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #219 among its holdings.

1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

MGB Wealth Management held 1,256 shares of Vertiv worth $204K as of Q4 2025.
Vertiv was a new MGB Wealth Management position in Q4 2025.
Vertiv made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #219 holding.
1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.