Advance Capital Management’s OneStream Inc OS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-15,403
Closed -$283K 191
2025
Q4
$283K Hold
15,403
0.01% 138
2025
Q3
$284K Buy
+15,403
New +$338K 0.01% 141

Other funds holding OS

Advance Capital Management's OS Position: Q1 2026 in Review

Advance Capital Management sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 15,403 shares — an estimated $283K sold.

Advance Capital Management first reported a position in OS in Q3 2025 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Advance Capital Management reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Advance Capital Management sold 15,403 OneStream Inc shares in Q1 2026, an estimated $283K.
  • Advance Capital Management first reported a position in OneStream Inc in Q3 2025 and held it in 2 quarters.
  • Advance Capital Management's OneStream Inc position peaked at $284K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.