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Marsico Capital Management’s VSE Corp VSEC Stock Holding History

Marsico Capital Management’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3M Buy
136,807
+12,815
+10% +$2.46M 0.82% 26
2026
Q1 		$22.9M Buy
123,992
+18,259
+17% +$3.72M 0.67% 28
2025
Q4 		$18.3M Hold
105,733
– – 0.51% 31
2025
Q3 		$17.6M Buy
+105,733
New +$16.1M 0.45% 44

Other funds holding VSEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marsico Capital Management's VSEC Position: Q2 2026 in Review

Marsico Capital Management increased its VSE Corp (VSEC) stake by 10% in Q2 2026, buying an estimated $2.46M and bringing the position to 136,807 shares worth $31.3M. The position accounts for 0.82% of the portfolio, ranked #26.

Marsico Capital Management first reported a position in VSEC in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • Marsico Capital Management held 136,807 shares of VSE Corp worth $31.3M as of Q2 2026.
  • Marsico Capital Management bought 12,815 VSE Corp shares in Q2 2026, an estimated $2.46M.
  • VSE Corp made up 0.82% of Marsico Capital Management's portfolio in Q2 2026, its #26 holding.
  • Marsico Capital Management first reported a position in VSE Corp in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.