CFA
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Capstone Financial Advisors’s Vertiv VRT Stock Holding History

Capstone Financial 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 		$206K Buy
+616
New +$195K 0.01% 181

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

Capstone Financial Advisors's VRT Position: Q2 2026 in Review

Capstone Financial Advisors opened a new position in Vertiv (VRT) in Q2 2026: 616 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Capstone Financial Advisors held 616 shares of Vertiv worth $206K as of Q2 2026.
  • Vertiv was a new Capstone Financial Advisors position in Q2 2026.
  • Vertiv made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #181 holding.
  • 2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.