Cetera Investment Advisers’s OneStream Inc OS Stock Holding History

Cetera Investment Advisers’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	-10,945	Closed	-$263K	–	5195
2026 Q1	$263K	Sell	10,945 -30,710	-74%	-$720K	﹤0.01%	4092
2025 Q4	$766K	Sell	41,655 -3,155	-7%	-$60.2K	﹤0.01%	3067
2025 Q3	$826K	Buy	44,810 +32,703	+270%	+$718K	﹤0.01%	2944
2025 Q2	$343K	Buy	+12,107	New	+$302K	﹤0.01%	3282

Cetera Investment Advisers's OS Position: Q2 2026 in Review

Cetera Investment Advisers sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 10,945 shares — an estimated $263K sold.

Cetera Investment Advisers first reported a position in OS in Q2 2025 and held it in 4 quarters. The position peaked at $826K in Q3 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Cetera Investment Advisers reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Cetera Investment Advisers sold 10,945 OneStream Inc shares in Q2 2026, an estimated $263K.
Cetera Investment Advisers first reported a position in OneStream Inc in Q2 2025 and held it in 4 quarters.
Cetera Investment Advisers's OneStream Inc position peaked at $826K in Q3 2025.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.