HFO
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Heritage Family Offices’s LiveRamp RAMP Stock Holding History

Heritage Family Offices’s Portfolio RAMP Stock Details RAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,008
Closed -$206K – 232
2025
Q4 		$206K Sell
7,008
-591
-8% -$17K 0.09% 194
2025
Q3 		$206K Buy
+7,599
New +$224K 0.1% 188

Other funds holding RAMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Heritage Family Offices's RAMP Position: Q1 2026 in Review

Heritage Family Offices sold out of LiveRamp (RAMP) in Q1 2026, closing a stake of 7,008 shares — an estimated $206K sold.

Heritage Family Offices first reported a position in RAMP in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 279 funds tracked by Wall St. Rank hold RAMP as of Q1 2026.

  • Heritage Family Offices reported no remaining LiveRamp position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 7,008 LiveRamp shares in Q1 2026, an estimated $206K.
  • Heritage Family Offices first reported a position in LiveRamp in Q3 2025 and held it in 2 quarters.
  • Heritage Family Offices's LiveRamp position peaked at $206K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held LiveRamp as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.