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Capital Investment Advisors’s Vertiv VRT Stock Holding History

Capital Investment 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
Q2 		$516K Buy
1,541
+230
+18% +$72.9K 0.01% 511
2026
Q1 		$329K Buy
+1,311
New +$291K ﹤0.01% 592

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Investment Advisors's VRT Position: Q2 2026 in Review

Capital Investment Advisors increased its Vertiv (VRT) stake by 18% in Q2 2026, buying an estimated $72.9K and bringing the position to 1,541 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #511.

Capital Investment Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Capital Investment Advisors held 1,541 shares of Vertiv worth $516K as of Q2 2026.
  • Capital Investment Advisors bought 230 Vertiv shares in Q2 2026, an estimated $72.9K.
  • Vertiv made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #511 holding.
  • Capital Investment Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.