Empirical Wealth Management
OGS icon

Empirical Wealth Management’s ONE Gas OGS Stock Holding History

Empirical Wealth Management’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,818
Closed -$371K – 1216
2026
Q2 		$371K Buy
4,818
+603
+14% +$50.2K 0.01% 800
2026
Q1 		$363K Buy
4,215
+672
+19% +$55.7K 0.01% 709
2025
Q4 		$274K Buy
3,543
+615
+21% +$49.4K ﹤0.01% 725
2025
Q3 		$237K Buy
+2,928
New +$219K ﹤0.01% 701

Other funds holding OGS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Empirical Wealth Management's OGS Position: Q3 2026 in Review

Empirical Wealth Management sold out of ONE Gas (OGS) in Q3 2026, closing a stake of 4,818 shares — an estimated $371K sold.

Empirical Wealth Management first reported a position in OGS in Q3 2025 and held it in 4 quarters. The position peaked at $371K in Q2 2026. 217 funds tracked by Wall St. Rank hold OGS as of Q3 2026.

  • Empirical Wealth Management reported no remaining ONE Gas position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 4,818 ONE Gas shares in Q3 2026, an estimated $371K.
  • Empirical Wealth Management first reported a position in ONE Gas in Q3 2025 and held it in 4 quarters.
  • Empirical Wealth Management's ONE Gas position peaked at $371K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held ONE Gas as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.