MAI Capital Management’s OneStream Inc OS Stock Holding History

MAI Capital 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	-85	Closed	-$2.04K	–	4884
2026 Q1	$2.04K	Buy	+85	New	+$1.99K	﹤0.01%	3917
2025 Q4	–	Sell	-13	Closed	-$240	–	4497
2025 Q3	$240	Hold	13	–	–	﹤0.01%	3694
2025 Q2	$368	Buy	+13	New	+$324	﹤0.01%	3808

MAI Capital Management's OS Position: Q2 2026 in Review

MAI Capital Management sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 85 shares — an estimated $2.04K sold.

MAI Capital Management first reported a position in OS in Q2 2025 and held it in 3 quarters. The position peaked at $2.04K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

MAI Capital Management reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 85 OneStream Inc shares in Q2 2026, an estimated $2.04K.
MAI Capital Management first reported a position in OneStream Inc in Q2 2025 and held it in 3 quarters.
MAI Capital Management's OneStream Inc position peaked at $2.04K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.