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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Lodestone Wealth Management's OSS Position: Q2 2026 in Review

Lodestone Wealth Management increased its One Stop Systems (OSS) stake by 189% in Q2 2026, buying an estimated $179K and bringing the position to 19,637 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #136.

Lodestone Wealth Management first reported a position in OSS in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold OSS as of Q2 2026.

  • Lodestone Wealth Management held 19,637 shares of One Stop Systems worth $357K as of Q2 2026.
  • Lodestone Wealth Management bought 12,834 One Stop Systems shares in Q2 2026, an estimated $179K.
  • One Stop Systems made up 0.13% of Lodestone Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Lodestone Wealth Management first reported a position in One Stop Systems in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held One Stop Systems as of Q2 2026.

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