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 Q3	$175K	Hold	20,000	–	–	0.03%	285
2026 Q2	$364K	Hold	20,000	–	–	0.08%	206
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

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's OSS Position: Q3 2026 in Review

Baker Tilly Wealth Management held its One Stop Systems (OSS) position steady in Q3 2026 at 20,000 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #285.

Baker Tilly Wealth Management first reported a position in OSS in Q3 2023 and has held it in 13 quarters since. The position peaked at $364K in Q2 2026. 4 funds tracked by Wall St. Rank hold OSS as of Q3 2026.

Baker Tilly Wealth Management held 20,000 shares of One Stop Systems worth $175K as of Q3 2026.
Baker Tilly Wealth Management left its One Stop Systems share count unchanged in Q3 2026.
One Stop Systems made up 0.03% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #285 holding.
Baker Tilly Wealth Management first reported a position in One Stop Systems in Q3 2023 and has held it in 13 quarters since.
Baker Tilly Wealth Management's One Stop Systems position peaked at $364K in Q2 2026.
4 funds tracked by Wall St. Rank held One Stop Systems as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.