AWAU
OS

Alliance Wealth Advisors (Utah)’s OneStream Inc OS Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,852
Closed -$255K – 301
2025
Q3 		$255K Sell
13,852
-3,485
-20% -$76.5K 0.06% 239
2025
Q2 		$491K Buy
17,337
+4,157
+32% +$104K 0.12% 168
2025
Q1 		$281K Buy
13,180
+3,759
+40% +$96.4K 0.07% 219
2024
Q4 		$269K Sell
9,421
-194
-2% -$5.95K 0.07% 229
2024
Q3 		$326K Buy
+9,615
New +$283K 0.09% 198

Other funds holding OS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s OS Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of OneStream Inc (OS) in Q4 2025, closing a stake of 13,852 shares — an estimated $255K sold.

Alliance Wealth Advisors (Utah) first reported a position in OS in Q3 2024 and held it in 5 quarters. The position peaked at $491K in Q2 2025. 183 funds tracked by Wall St. Rank hold OS as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining OneStream Inc position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 13,852 OneStream Inc shares in Q4 2025, an estimated $255K.
  • Alliance Wealth Advisors (Utah) first reported a position in OneStream Inc in Q3 2024 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s OneStream Inc position peaked at $491K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.