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Mosley Wealth Management’s Omega Healthcare OHI Stock Holding History

Mosley Wealth Management’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.39K Sell
113
-5
-4% -$232 ﹤0.01% 424
2026
Q1 		$4.98K Buy
+118
New +$5.38K ﹤0.01% 342

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosley Wealth Management's OHI Position: Q2 2026 in Review

Mosley Wealth Management reduced its Omega Healthcare (OHI) stake by 4.2% in Q2 2026, selling an estimated $232 and leaving 113 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Mosley Wealth Management first reported a position in OHI in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Mosley Wealth Management held 113 shares of Omega Healthcare worth $5.39K as of Q2 2026.
  • Mosley Wealth Management sold 5 Omega Healthcare shares in Q2 2026, an estimated $232.
  • Omega Healthcare made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Mosley Wealth Management first reported a position in Omega Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.