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OneDigital Investment Advisors’s Vertiv VRT Stock Holding History

OneDigital Investment Advisors’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 		$16M Buy
47,672
+4,148
+10% +$1.32M 0.13% 143
2026
Q1 		$10.9M Buy
43,524
+7,122
+20% +$1.58M 0.11% 166
2025
Q4 		$5.9M Sell
36,402
-30,905
-46% -$5.37M 0.06% 247
2025
Q3 		$10.2M Sell
67,307
-377
-0.6% -$50.3K 0.1% 169
2025
Q2 		$8.69M Buy
67,684
+5,733
+9% +$558K 0.1% 173
2025
Q1 		$4.47M Buy
61,951
+6,444
+12% +$686K 0.05% 249
2024
Q4 		$6.31M Sell
55,507
-11,036
-17% -$1.31M 0.07% 203
2024
Q3 		$6.62M Buy
66,543
+1,099
+2% +$91.1K 0.08% 206
2024
Q2 		$5.67M Buy
65,444
+53,689
+457% +$4.89M 0.07% 213
2024
Q1 		$960K Buy
11,755
+161
+1% +$10.1K 0.02% 522
2023
Q4 		$557K Buy
11,594
+810
+8% +$34.5K 0.01% 675
2023
Q3 		$401K Buy
10,784
+33
+0.3% +$1.09K 0.01% 713
2023
Q2 		$266K Buy
10,751
+506
+5% +$8.69K 0.01% 866
2023
Q1 		$147K Hold
10,245
– – ﹤0.01% 929
2022
Q4 		$140K Buy
+10,245
New +$137K ﹤0.01% 787

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

OneDigital Investment Advisors's VRT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Vertiv (VRT) stake by 9.5% in Q2 2026, buying an estimated $1.32M and bringing the position to 47,672 shares worth $16M. The position accounts for 0.13% of the portfolio, ranked #143.

OneDigital Investment Advisors first reported a position in VRT in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • OneDigital Investment Advisors held 47,672 shares of Vertiv worth $16M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,148 Vertiv shares in Q2 2026, an estimated $1.32M.
  • Vertiv made up 0.13% of OneDigital Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • OneDigital Investment Advisors first reported a position in Vertiv in Q4 2022 and has held it in 15 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.