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
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 $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 Wealth Group's VRT Position: Q1 2026 in Review

Oxford Wealth Group reduced its Vertiv (VRT) stake by 4.9% in Q1 2026, selling an estimated $64.6K and leaving 5,615 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #35.

Oxford Wealth Group first reported a position in VRT in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.96M in Q4 2024. 1,827 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Oxford Wealth Group held 5,615 shares of Vertiv worth $1.41M as of Q1 2026.
  • Oxford Wealth Group sold 291 Vertiv shares in Q1 2026, an estimated $64.6K.
  • Vertiv made up 0.77% of Oxford Wealth Group's portfolio in Q1 2026, its #35 holding.
  • Oxford Wealth Group first reported a position in Vertiv in Q3 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's Vertiv position peaked at $1.96M in Q4 2024.
  • 1,827 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.