McAdam LLC
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McAdam LLC’s One Stop Systems OSS Stock Holding History

McAdam LLC’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 		– Sell
-12,198
Closed -$222K – 563
2026
Q2 		$222K Sell
12,198
-548
-4% -$7.63K 0.01% 456
2026
Q1 		$96.5K Sell
12,746
-1
-0% -$9 ﹤0.01% 431
2025
Q4 		$91.5K Buy
+12,747
New +$75.4K ﹤0.01% 412

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
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC 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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

McAdam LLC's OSS Position: Q3 2026 in Review

McAdam LLC sold out of One Stop Systems (OSS) in Q3 2026, closing a stake of 12,198 shares — an estimated $222K sold.

McAdam LLC first reported a position in OSS in Q4 2025 and held it in 3 quarters. The position peaked at $222K in Q2 2026. 12 funds tracked by Wall St. Rank hold OSS as of Q3 2026.

  • McAdam LLC reported no remaining One Stop Systems position as of Q3 2026 after selling out during the quarter.
  • McAdam LLC sold 12,198 One Stop Systems shares in Q3 2026, an estimated $222K.
  • McAdam LLC first reported a position in One Stop Systems in Q4 2025 and held it in 3 quarters.
  • McAdam LLC's One Stop Systems position peaked at $222K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held One Stop Systems as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.