Capstone Investment Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
17,469
+2,085
+14% +$268K 0.01% 272
2025
Q1
$1.11M Buy
+15,384
New +$1.11M ﹤0.01% 330
2024
Q3
Sell
-2,662
Closed -$230K 1154
2024
Q2
$230K Sell
2,662
-4,697
-64% -$407K ﹤0.01% 865
2024
Q1
$601K Buy
+7,359
New +$601K ﹤0.01% 765