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
Q2 		$12.3M Buy
36,800
+30,200
+458% +$9.58M 0.02% 294
2026
Q1 		$1.65M Buy
+6,600
New +$1.47M ﹤0.01% 695
2025
Q3 		– Sell
-35,000
Closed -$4.49M – 2089
2025
Q2 		$4.49M Buy
35,000
+17,500
+100% +$1.7M 0.01% 412
2025
Q1 		$1.26M Buy
+17,500
New +$1.86M ﹤0.01% 818

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 $3.38T AUM 44.17% 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 Investment Advisors's VRT Position: Q2 2026 in Review

Capstone Investment Advisors increased its Vertiv (VRT) stake by 90% in Q2 2026, buying an estimated $1.86M and bringing the position to 12,437 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #538.

Capstone Investment Advisors first reported a position in VRT in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.8M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Capstone Investment Advisors held 12,437 shares of Vertiv worth $4.16M as of Q2 2026.
  • Capstone Investment Advisors bought 5,877 Vertiv shares in Q2 2026, an estimated $1.86M.
  • Vertiv made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #538 holding.
  • Capstone Investment Advisors first reported a position in Vertiv in Q1 2024 and has held it in 8 quarters since.
  • Capstone Investment Advisors's Vertiv position peaked at $7.8M in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.