BTI
OS

Blue Trust Inc’s OneStream Inc OS Stock Holding History

Blue Trust Inc’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
2026
Q2 		– Sell
-9,137
Closed -$219K – 2679
2026
Q1 		$219K Sell
9,137
-2,078
-19% -$48.7K ﹤0.01% 745
2025
Q4 		$206K Buy
11,215
+11,015
+5,508% +$210K ﹤0.01% 764
2025
Q3 		$3.69K Sell
200
-12,221
-98% -$268K ﹤0.01% 2052
2025
Q2 		$352K Buy
12,421
+2,261
+22% +$56.3K ﹤0.01% 576
2025
Q1 		$217K Buy
10,160
+9,960
+4,980% +$255K ﹤0.01% 675
2024
Q4 		$5.7K Buy
+200
New +$6.13K ﹤0.01% 2064

Blue Trust Inc's OS Position: Q2 2026 in Review

Blue Trust Inc sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 9,137 shares — an estimated $219K sold.

Blue Trust Inc first reported a position in OS in Q4 2024 and held it in 6 quarters. The position peaked at $352K in Q2 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Blue Trust Inc reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 9,137 OneStream Inc shares in Q2 2026, an estimated $219K.
  • Blue Trust Inc first reported a position in OneStream Inc in Q4 2024 and held it in 6 quarters.
  • Blue Trust Inc's OneStream Inc position peaked at $352K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.