CAL
OS

Capital Advisors Ltd’s OneStream Inc OS Stock Holding History

Capital Advisors Ltd’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
-45
Closed -$1K – 1615
2026
Q1 		$1K Buy
+45
New +$1.05K ﹤0.01% 1322

Capital Advisors Ltd's OS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 45 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in OS in Q1 2026 and held it in 1 quarter. The position peaked at $1K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Capital Advisors Ltd reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 45 OneStream Inc shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in OneStream Inc in Q1 2026 and held it in 1 quarter.
  • Capital Advisors Ltd's OneStream Inc position peaked at $1K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.