OFG
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Oxford Financial Group’s Vertiv VRT Stock Holding History

Oxford Financial Group’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 		$716K Sell
2,139
-92
-4% -$29.2K 0.04% 134
2026
Q1 		$559K Buy
+2,231
New +$495K 0.03% 152
2025
Q4 		– Sell
-1,457
Closed -$220K – 306
2025
Q3 		$220K Buy
+1,457
New +$194K 0.01% 215
2025
Q1 		– Sell
-14,936
Closed -$1.7M – 303
2024
Q4 		$1.7M Buy
+14,936
New +$1.77M 0.11% 62

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 $3.37T AUM 44.26% 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

Oxford Financial Group's VRT Position: Q2 2026 in Review

Oxford Financial Group reduced its Vertiv (VRT) stake by 4.1% in Q2 2026, selling an estimated $29.2K and leaving 2,139 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #134.

Oxford Financial Group first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2024. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Oxford Financial Group held 2,139 shares of Vertiv worth $716K as of Q2 2026.
  • Oxford Financial Group sold 92 Vertiv shares in Q2 2026, an estimated $29.2K.
  • Vertiv made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #134 holding.
  • Oxford Financial Group first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • Oxford Financial Group's Vertiv position peaked at $1.7M in Q4 2024.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.