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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxford Financial Group's VRT Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Vertiv (VRT) in Q1 2026: 2,231 shares worth $559K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in VRT as recently as Q3 2025.

Oxford Financial Group first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2024. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Oxford Financial Group held 2,231 shares of Vertiv worth $559K as of Q1 2026.
  • Vertiv was a new Oxford Financial Group position in Q1 2026.
  • Vertiv made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #152 holding.
  • Oxford Financial Group first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • Oxford Financial Group's Vertiv position peaked at $1.7M in Q4 2024.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.