Osaic Holdings
ARTY

Osaic Holdings’s iShares Future AI & Tech ETF ARTY Stock Holding History

Osaic Holdings’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.43M Sell
181,200
-181,380
-50% -$9.1M 0.01% 1021
2025
Q4 		$17.5M Buy
362,580
+66,258
+22% +$3.19M 0.03% 645
2025
Q3 		$12.9M Buy
296,322
+65,582
+28% +$2.82M 0.02% 852
2025
Q2 		$9.32M Buy
230,740
+121,546
+111% +$4.25M 0.02% 863
2025
Q1 		$3.43M Buy
109,194
+25,184
+30% +$934K 0.01% 1275
2024
Q4 		$3.11M Buy
84,010
+7,982
+10% +$290K 0.01% 1331
2024
Q3 		$2.6M Sell
76,028
-924
-1% -$30.7K 0.01% 1491
2024
Q2 		$2.55M Sell
76,952
-17,820
-19% -$594K 0.01% 1444
2024
Q1 		$3.26M Buy
94,772
+674
+0.7% +$22.7K 0.01% 1346
2023
Q4 		$3.25M Sell
94,098
-30,629
-25% -$970K 0.01% 1494
2023
Q3 		$3.81M Buy
124,727
+56,773
+84% +$1.83M 0.01% 1504
2023
Q2 		$2.25M Buy
67,954
+9,943
+17% +$305K ﹤0.01% 1762
2023
Q1 		$1.81M Buy
58,011
+15,975
+38% +$472K ﹤0.01% 1906
2022
Q4 		$1.07M Buy
42,036
+1,891
+5% +$47.6K ﹤0.01% 2306
2022
Q3 		$957K Buy
40,145
+5,714
+17% +$156K ﹤0.01% 2270
2022
Q2 		$910K Buy
34,431
+5,925
+21% +$173K ﹤0.01% 2374
2022
Q1 		$812K Buy
28,506
+43
+0.2% +$1.53K ﹤0.01% 2766
2021
Q4 		$1.18M Sell
28,463
-577
-2% -$25.3K ﹤0.01% 2250
2021
Q3 		$1.23M Buy
29,040
+1,976
+7% +$86.5K ﹤0.01% 2151
2021
Q2 		$1.22M Sell
27,064
-8,673
-24% -$375K ﹤0.01% 2161
2021
Q1 		$1.55M Buy
35,737
+23,210
+185% +$1.05M ﹤0.01% 1841
2020
Q4 		$499K Buy
12,527
+1,768
+16% +$64.3K ﹤0.01% 2636
2020
Q3 		$353K Buy
10,759
+404
+4% +$13K ﹤0.01% 2748
2020
Q2 		$305K Buy
10,355
+833
+9% +$22K ﹤0.01% 2763
2020
Q1 		$212K Buy
+9,522
New +$248K ﹤0.01% 2819

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings's ARTY Position: Q1 2026 in Review

Osaic Holdings reduced its iShares Future AI & Tech ETF (ARTY) stake by 50% in Q1 2026, selling an estimated $9.1M and leaving 181,200 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #1021.

Osaic Holdings first reported a position in ARTY in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.5M in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Osaic Holdings held 181,200 shares of iShares Future AI & Tech ETF worth $8.43M as of Q1 2026.
  • Osaic Holdings sold 181,380 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $9.1M.
  • iShares Future AI & Tech ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1021 holding.
  • Osaic Holdings first reported a position in iShares Future AI & Tech ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Future AI & Tech ETF position peaked at $17.5M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.