Lodestone Wealth Management
OSS icon

Lodestone Wealth Management’s One Stop Systems OSS Stock Holding History

Lodestone Wealth Management’s Portfolio OSS Stock Details OSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$188K Buy
21,504
+1,867
+10% +$21.8K 0.06% 187
2026
Q2 		$357K Buy
19,637
+12,834
+189% +$179K 0.13% 136
2026
Q1 		$51.5K Buy
+6,803
New +$63.4K 0.02% 293

Other funds holding OSS

Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
UPWM
UMB Private Wealth Management Kansas City, Missouri $103M AUM
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Lodestone Wealth Management's OSS Position: Q3 2026 in Review

Lodestone Wealth Management increased its One Stop Systems (OSS) stake by 9.5% in Q3 2026, buying an estimated $21.8K and bringing the position to 21,504 shares worth $188K. The position accounts for 0.06% of the portfolio, ranked #187.

Lodestone Wealth Management first reported a position in OSS in Q1 2026 and has held it in 3 quarters since. The position peaked at $357K in Q2 2026. 16 funds tracked by Wall St. Rank hold OSS as of Q3 2026.

  • Lodestone Wealth Management held 21,504 shares of One Stop Systems worth $188K as of Q3 2026.
  • Lodestone Wealth Management bought 1,867 One Stop Systems shares in Q3 2026, an estimated $21.8K.
  • One Stop Systems made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Lodestone Wealth Management first reported a position in One Stop Systems in Q1 2026 and has held it in 3 quarters since.
  • Lodestone Wealth Management's One Stop Systems position peaked at $357K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held One Stop Systems as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.