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Texas Capital Bank Wealth Management Services’s Vertiv VRT Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$715K Sell
2,136
-885
-29% -$281K 0.04% 177
2026
Q1 		$757K Buy
3,021
+700
+30% +$155K 0.04% 165
2025
Q4 		$376K Hold
2,321
– – 0.02% 227
2025
Q3 		$350K Buy
+2,321
New +$310K 0.03% 180

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Vanguard Capital Management
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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

Texas Capital Bank Wealth Management Services's VRT Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Vertiv (VRT) stake by 29% in Q2 2026, selling an estimated $281K and leaving 2,136 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #177.

Texas Capital Bank Wealth Management Services first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $757K in Q1 2026. 2,063 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 2,136 shares of Vertiv worth $715K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 885 Vertiv shares in Q2 2026, an estimated $281K.
  • Vertiv made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #177 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Texas Capital Bank Wealth Management Services's Vertiv position peaked at $757K in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.