IA
OS

IFP Advisors’s OneStream Inc OS Stock Holding History

IFP 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
-700
Closed -$16.8K – 5313
2026
Q1 		$16.8K Buy
700
+39
+6% +$915 ﹤0.01% 2864
2025
Q4 		$12.1K Buy
661
+160
+32% +$3.05K ﹤0.01% 2961
2025
Q3 		$9.23K Sell
501
-129
-20% -$2.83K ﹤0.01% 2938
2025
Q2 		$17.8K Sell
630
-5,876
-90% -$146K ﹤0.01% 2609
2025
Q1 		$139K Buy
6,506
+624
+11% +$16K ﹤0.01% 1345
2024
Q4 		$168K Buy
+5,882
New +$180K 0.01% 1211

IFP Advisors's OS Position: Q2 2026 in Review

IFP Advisors sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 700 shares — an estimated $16.8K sold.

IFP Advisors first reported a position in OS in Q4 2024 and held it in 6 quarters. The position peaked at $168K in Q4 2024. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • IFP Advisors reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 700 OneStream Inc shares in Q2 2026, an estimated $16.8K.
  • IFP Advisors first reported a position in OneStream Inc in Q4 2024 and held it in 6 quarters.
  • IFP Advisors's OneStream Inc position peaked at $168K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.