Capstone Capital Management’s Vertiv VRT Stock Holding History

Capstone Capital 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
2026 Q1	–	Sell	-1,605	Closed	-$260K	–	125
2025 Q4	$260K	Buy	+1,605	New	+$279K	0.25%	91

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Capital Management's VRT Position: Q1 2026 in Review

Capstone Capital Management sold out of Vertiv (VRT) in Q1 2026, closing a stake of 1,605 shares — an estimated $260K sold.

Capstone Capital Management first reported a position in VRT in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 1,835 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Capstone Capital Management reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Capstone Capital Management sold 1,605 Vertiv shares in Q1 2026, an estimated $260K.
Capstone Capital Management first reported a position in Vertiv in Q4 2025 and held it in 1 quarter.
Capstone Capital Management's Vertiv position peaked at $260K in Q4 2025.
1,835 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Capstone Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.