Question 1

Does CAPTRUST Financial Advisors own VRT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, CAPTRUST Financial Advisors holds 56,334 shares of VRT (Vertiv Holdings), worth $18.9M.

Question 2

How many shares of VRT does CAPTRUST Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, CAPTRUST Financial Advisors holds 56,334 shares of VRT (Vertiv Holdings).

Question 3

What is CAPTRUST Financial Advisors' VRT position worth?

Accepted Answer

As of its Q2 2026 13F, CAPTRUST Financial Advisors' VRT position is worth $18.9M.

Question 4

Is CAPTRUST Financial Advisors buying or selling VRT?

Accepted Answer

In Q2 2026, CAPTRUST Financial Advisors reduced its VRT position by 2,080 shares (-3.6%).

Question 5

When did CAPTRUST Financial Advisors first buy VRT?

Accepted Answer

CAPTRUST Financial Advisors first reported VRT in its Q1 2021 13F and has listed it in 22 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	56,334	-3.6%	$18.9M	0.0%	$334.74	0
2026-Q1	Increased	58,414	+18.5%	$14.6M	0.0%	$250.47	33
2025-Q4	Decreased	49,312	-13.3%	$8M	0.0%	$161.90	0
2025-Q3	Decreased	56,849	-35.9%	$8.6M	0.0%	$150.70	0
2025-Q2	Increased	88,666	+20.6%	$11.4M	0.0%	$128.24	33
2025-Q1	Increased	73,514	+1.3%	$5.3M	0.0%	$72.08	27
2024-Q4	Increased	72,554	+31.3%	$8.2M	0.0%	$113.37	35
2024-Q3	Increased	55,278	+22.9%	$5.5M	0.0%	$99.25	33