Baker Tilly Wealth Management’s One Stop Systems OSS Stock Holding History

Baker Tilly Wealth Management’s Portfolio OSS Stock Details OSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$151K	Hold	20,000	–	–	0.04%	278
2025 Q4	$144K	Hold	20,000	–	–	0.04%	284
2025 Q3	$107K	Hold	20,000	–	–	0.02%	275
2025 Q2	$71K	Hold	20,000	–	–	0.03%	234
2025 Q1	$46.4K	Hold	20,000	–	–	0.02%	237
2024 Q4	$67K	Hold	20,000	–	–	0.03%	237
2024 Q3	$47.8K	Hold	20,000	–	–	0.02%	234
2024 Q2	$48.2K	Hold	20,000	–	–	0.02%	277
2024 Q1	$65.2K	Hold	20,000	–	–	0.01%	413
2023 Q4	$42K	Hold	20,000	–	–	0.01%	461
2023 Q3	$37K	Buy	+20,000	New	+$46.5K	0.01%	452

Other funds holding OSS

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return