OWG
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Oxford Wealth Group’s Vertiv VRT Stock Holding History

Oxford Wealth 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 		$1.75M Sell
5,226
-389
-7% -$123K 0.78% 34
2026
Q1 		$1.41M Sell
5,615
-291
-5% -$64.6K 0.77% 35
2025
Q4 		$957K Buy
+5,906
New +$1.03M 0.47% 44
2024
Q4 		$1.96M Sell
17,263
-2,257
-12% -$268K 1.27% 14
2024
Q3 		$1.94M Buy
+19,520
New +$1.62M 1.58% 16

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

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

Oxford Wealth Group reduced its Vertiv (VRT) stake by 6.9% in Q2 2026, selling an estimated $123K and leaving 5,226 shares worth $1.75M. The position accounts for 0.78% of the portfolio, ranked #34.

Oxford Wealth Group first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Oxford Wealth Group held 5,226 shares of Vertiv worth $1.75M as of Q2 2026.
  • Oxford Wealth Group sold 389 Vertiv shares in Q2 2026, an estimated $123K.
  • Vertiv made up 0.78% of Oxford Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Oxford Wealth Group first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • Oxford Wealth Group's Vertiv position peaked at $1.96M in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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