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Mid-American Wealth Advisory Group’s Vertiv VRT Stock Holding History

Mid-American Wealth Advisory 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
Closed -$79 – 326
2025
Q2 		$79 Buy
+1
New +$97 ﹤0.01% 335

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

Mid-American Wealth Advisory Group's VRT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vertiv (VRT) in Q3 2025, closing a stake of 1 share — an estimated $79 sold.

Mid-American Wealth Advisory Group first reported a position in VRT in Q2 2025 and held it in 1 quarter. The position peaked at $79 in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 1 Vertiv share in Q3 2025, an estimated $79.
  • Mid-American Wealth Advisory Group first reported a position in Vertiv in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Vertiv position peaked at $79 in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.