Institute for Wealth Management’s OneStream Inc OS Stock Holding History

Institute for Wealth Management’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	-20,484	Closed	-$492K	–	1780
2026 Q1	$492K	Hold	20,484	–	–	0.05%	324
2025 Q4	$376K	Sell	20,484 -2,402	-10%	-$45.8K	0.04%	377
2025 Q3	$422K	Buy	+22,886	New	+$502K	0.04%	366

Institute for Wealth Management's OS Position: Q2 2026 in Review

Institute for Wealth Management sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 20,484 shares — an estimated $492K sold.

Institute for Wealth Management first reported a position in OS in Q3 2025 and held it in 3 quarters. The position peaked at $492K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Institute for Wealth Management reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Institute for Wealth Management sold 20,484 OneStream Inc shares in Q2 2026, an estimated $492K.
Institute for Wealth Management first reported a position in OneStream Inc in Q3 2025 and held it in 3 quarters.
Institute for Wealth Management's OneStream Inc position peaked at $492K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.