EverSource Wealth Advisors’s OneStream Inc OS Stock Holding History

EverSource Wealth Advisors’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	-3,626	Closed	-$87K	–	4567
2026 Q1	$87K	Buy	3,626 +953	+36%	+$22.4K	﹤0.01%	1518
2025 Q4	$49.1K	Buy	2,673 +2,532	+1,796%	+$48.3K	﹤0.01%	1760
2025 Q3	$2.6K	Buy	+141	New	+$3.1K	﹤0.01%	3433

EverSource Wealth Advisors's OS Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 3,626 shares — an estimated $87K sold.

EverSource Wealth Advisors first reported a position in OS in Q3 2025 and held it in 3 quarters. The position peaked at $87K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

EverSource Wealth Advisors reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 3,626 OneStream Inc shares in Q2 2026, an estimated $87K.
EverSource Wealth Advisors first reported a position in OneStream Inc in Q3 2025 and held it in 3 quarters.
EverSource Wealth Advisors's OneStream Inc position peaked at $87K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.