OCM
EDF

One Capital Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

One Capital Management’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,446
Closed -$61.9K – 537
2025
Q4 		$61.9K Buy
12,446
+2,011
+19% +$9.9K ﹤0.01% 515
2025
Q3 		$52.7K Buy
+10,435
New +$53.1K ﹤0.01% 482
2025
Q1 		– Sell
-11,735
Closed -$55.2K – 416
2024
Q4 		$55.2K Buy
+11,735
New +$58.7K ﹤0.01% 365

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

One Capital Management's EDF Position: Q1 2026 in Review

One Capital Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2026, closing a stake of 12,446 shares — an estimated $61.9K sold.

One Capital Management first reported a position in EDF in Q4 2024 and held it in 3 quarters. The position peaked at $61.9K in Q4 2025. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • One Capital Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2026 after selling out during the quarter.
  • One Capital Management sold 12,446 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $61.9K.
  • One Capital Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2024 and held it in 3 quarters.
  • One Capital Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $61.9K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.