STACKSTONE WEALTH, LLC’s Oil-Dri ODC Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio ODC Stock Details ODC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$390K	Buy	+4,302	New	+$403K	0.04%	247

Other funds holding ODC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

STACKSTONE WEALTH, LLC's ODC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Oil-Dri (ODC) in Q3 2026: 4,302 shares worth $390K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings.

16 funds tracked by Wall St. Rank hold ODC as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,302 shares of Oil-Dri worth $390K as of Q3 2026.
Oil-Dri was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Oil-Dri made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #247 holding.
16 funds tracked by Wall St. Rank held Oil-Dri as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.