AltraVue Capital’s VSE Corp VSEC Stock Holding History

AltraVue Capital’s Portfolio VSEC Stock Details VSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.8M	Sell	524,797 -116,030	-18%	-$23.6M	8.34%	2
2025 Q4	$111M	Sell	640,827 -890	-0.1%	-$152K	9.12%	2
2025 Q3	$107M	Buy	641,717 +5,040	+0.8%	+$768K	8.85%	2
2025 Q2	$83.4M	Buy	636,677 +8,080	+1%	+$1.01M	7.33%	3
2025 Q1	$75.4M	Buy	628,597 +10,949	+2%	+$1.17M	7.57%	3
2024 Q4	$58.7M	Buy	617,648 +50,000	+9%	+$5.27M	4.89%	7
2024 Q3	$47M	Buy	567,648 +20,040	+4%	+$1.74M	4.22%	10
2024 Q2	$48.3M	Buy	+547,608	New	+$43.9M	4.8%	8

Other funds holding VSEC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AltraVue Capital's VSEC Position: Q1 2026 in Review

AltraVue Capital reduced its VSE Corp (VSEC) stake by 18% in Q1 2026, selling an estimated $23.6M and leaving 524,797 shares worth $96.8M. The position accounts for 8.34% of the portfolio, ranked #2.

AltraVue Capital first reported a position in VSEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $111M in Q4 2025. 356 funds tracked by Wall St. Rank hold VSEC as of Q1 2026.

AltraVue Capital held 524,797 shares of VSE Corp worth $96.8M as of Q1 2026.
AltraVue Capital sold 116,030 VSE Corp shares in Q1 2026, an estimated $23.6M.
VSE Corp made up 8.34% of AltraVue Capital's portfolio in Q1 2026, its #2 holding.
AltraVue Capital first reported a position in VSE Corp in Q2 2024 and has held it in 8 quarters since.
AltraVue Capital's VSE Corp position peaked at $111M in Q4 2025.
356 funds tracked by Wall St. Rank held VSE Corp as of Q1 2026.

Based on AltraVue Capital's 13F filing for Q1 2026, filed 13 May 2026.