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OneDigital Investment Advisors’s Tiptree Inc TIPT Stock Holding History

OneDigital Investment Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Buy
16,963
+490
+3% +$8.38K ﹤0.01% 1206
2025
Q4 		$301K Buy
16,473
+42
+0.3% +$765 ﹤0.01% 1208
2025
Q3 		$315K Sell
16,431
-287
-2% -$6.39K ﹤0.01% 1157
2025
Q2 		$394K Sell
16,718
-59
-0.4% -$1.32K ﹤0.01% 1008
2025
Q1 		$404K Buy
16,777
+543
+3% +$11.5K ﹤0.01% 943
2024
Q4 		$339K Buy
+16,234
New +$340K ﹤0.01% 1069

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OneDigital Investment Advisors's TIPT Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Tiptree Inc (TIPT) stake by 3% in Q1 2026, buying an estimated $8.38K and bringing the position to 16,963 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

OneDigital Investment Advisors first reported a position in TIPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • OneDigital Investment Advisors held 16,963 shares of Tiptree Inc worth $287K as of Q1 2026.
  • OneDigital Investment Advisors bought 490 Tiptree Inc shares in Q1 2026, an estimated $8.38K.
  • Tiptree Inc made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1206 holding.
  • OneDigital Investment Advisors first reported a position in Tiptree Inc in Q4 2024 and has held it in 6 quarters since.
  • OneDigital Investment Advisors's Tiptree Inc position peaked at $404K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.