Capstone Investment Advisors
VRT icon

Capstone Investment Advisors’s Vertiv VRT Stock Holding History

Capstone 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
Q1 		$827K Buy
+3,300
New +$733K ﹤0.01% 923
2025
Q2 		– Sell
-15,000
Closed -$1.08M – 1746
2025
Q1 		$1.08M Buy
+15,000
New +$1.6M ﹤0.01% 865

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Investment Advisors's VRT Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Vertiv (VRT) stake by 86% in Q1 2026, selling an estimated $9.23M and leaving 6,560 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Capstone Investment Advisors first reported a position in VRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.8M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Capstone Investment Advisors held 6,560 shares of Vertiv worth $1.64M as of Q1 2026.
  • Capstone Investment Advisors sold 41,588 Vertiv shares in Q1 2026, an estimated $9.23M.
  • Vertiv made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #697 holding.
  • Capstone Investment Advisors first reported a position in Vertiv in Q1 2024 and has held it in 7 quarters since.
  • Capstone Investment Advisors's Vertiv position peaked at $7.8M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.