NewEdge Advisors’s Better Online Solutions BOSC Stock Holding History

NewEdge Advisors’s Portfolio BOSC Stock Details BOSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	36,565	–	–	﹤0.01%	2826
2026 Q1	$164K	Hold	36,565	–	–	﹤0.01%	2651
2025 Q4	$167K	Sell	36,565 -295	-0.8%	-$1.44K	﹤0.01%	2631
2025 Q3	$175K	Sell	36,860 -18	-0%	-$88	﹤0.01%	2439
2025 Q2	$179K	Hold	36,878	–	–	﹤0.01%	2252
2025 Q1	$139K	Hold	36,878	–	–	﹤0.01%	2194
2024 Q4	$122K	Hold	36,878	–	–	﹤0.01%	2223
2024 Q3	$109K	Hold	36,878	–	–	﹤0.01%	2167
2024 Q2	$104K	Hold	36,878	–	–	﹤0.01%	2109
2024 Q1	$112K	Sell	36,878 -14,438	-28%	-$39.6K	﹤0.01%	2027
2023 Q4	$143K	Sell	51,316 -18,708	-27%	-$53.9K	﹤0.01%	1822
2023 Q3	$251K	Buy	70,024 +11,178	+19%	+$41K	﹤0.01%	1514
2023 Q2	$198K	Buy	58,846 +18,751	+47%	+$53.9K	﹤0.01%	1645
2023 Q1	$107K	Buy	40,095 +3,530	+10%	+$8.21K	﹤0.01%	1735
2022 Q4	$76.3K	Hold	36,565	–	–	﹤0.01%	1554
2022 Q3	$81K	Hold	36,565	–	–	﹤0.01%	1466
2022 Q2	$80K	Hold	36,565	–	–	﹤0.01%	1492
2022 Q1	$110K	Hold	36,565	–	–	﹤0.01%	1079
2021 Q4	$107K	Sell	36,565 -2,300	-6%	-$7.31K	﹤0.01%	1582
2021 Q3	$136K	Hold	38,865	–	–	﹤0.01%	1080
2021 Q2	$149K	Sell	38,865 -2,912	-7%	-$10.2K	﹤0.01%	1074
2021 Q1	$151K	Buy	41,777 +20,000	+92%	+$61.7K	﹤0.01%	964
2020 Q4	$49K	Hold	21,777	–	–	﹤0.01%	958
2020 Q3	$53K	Hold	21,777	–	–	﹤0.01%	895
2020 Q2	$63K	Hold	21,777	–	–	﹤0.01%	829
2020 Q1	$39K	Hold	21,777	–	–	﹤0.01%	775
2019 Q4	$43K	Buy	+21,777	New	+$43.4K	﹤0.01%	802

Other funds holding BOSC

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $3.37B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NewEdge Advisors's BOSC Position: Q2 2026 in Review

NewEdge Advisors held its Better Online Solutions (BOSC) position steady in Q2 2026 at 36,565 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

NewEdge Advisors first reported a position in BOSC in Q4 2019 and has held it in 27 quarters since. The position peaked at $251K in Q3 2023. 21 funds tracked by Wall St. Rank hold BOSC as of Q2 2026.

NewEdge Advisors held 36,565 shares of Better Online Solutions worth $164K as of Q2 2026.
NewEdge Advisors left its Better Online Solutions share count unchanged in Q2 2026.
Better Online Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2826 holding.
NewEdge Advisors first reported a position in Better Online Solutions in Q4 2019 and has held it in 27 quarters since.
NewEdge Advisors's Better Online Solutions position peaked at $251K in Q3 2023.
21 funds tracked by Wall St. Rank held Better Online Solutions as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.