MFG
VRT icon

MidWestOne Financial Group’s Vertiv VRT Stock Holding History

MidWestOne 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
Q4 		$2.21M Sell
13,665
-210
-2% -$36.5K 0.25% 88
2025
Q3 		$2.09M Sell
13,875
-1,931
-12% -$258K 0.25% 90
2025
Q2 		$2.03M Buy
+15,806
New +$1.54M 0.26% 84

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MidWestOne Financial Group's VRT Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Vertiv (VRT) stake by 1.5% in Q4 2025, selling an estimated $36.5K and leaving 13,665 shares worth $2.21M. The position accounts for 0.25% of the portfolio, ranked #88.

MidWestOne Financial Group first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • MidWestOne Financial Group held 13,665 shares of Vertiv worth $2.21M as of Q4 2025.
  • MidWestOne Financial Group sold 210 Vertiv shares in Q4 2025, an estimated $36.5K.
  • Vertiv made up 0.25% of MidWestOne Financial Group's portfolio in Q4 2025, its #88 holding.
  • MidWestOne Financial Group first reported a position in Vertiv in Q2 2025 and has held it in 3 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.