Osaic Holdings’s Betterware México BWMX Stock Holding History

Osaic Holdings’s Portfolio BWMX Stock Details BWMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.4K	Buy	2,868 +667	+30%	+$11.7K	﹤0.01%	5252
2025 Q4	$31.3K	Buy	2,201 +4	+0.2%	+$55	﹤0.01%	5561
2025 Q3	$29.4K	Buy	2,197 +3	+0.1%	+$37	﹤0.01%	5666
2025 Q2	$19K	Sell	2,194 -195	-8%	-$1.82K	﹤0.01%	5754
2025 Q1	$27.2K	Buy	2,389 +5	+0.2%	+$57	﹤0.01%	5143
2024 Q4	$26.6K	Sell	2,384 -614	-20%	-$7.52K	﹤0.01%	5137
2024 Q3	$38K	Sell	2,998 -9,954	-77%	-$140K	﹤0.01%	4936
2024 Q2	$189K	Buy	12,952 +5,885	+83%	+$102K	﹤0.01%	3610
2024 Q1	$141K	Buy	7,067 +6,681	+1,731%	+$103K	﹤0.01%	3973
2023 Q4	$5.38K	Sell	386 -5,282	-93%	-$77.1K	﹤0.01%	6137
2023 Q3	$92.3K	Buy	+5,668	New	+$85.3K	﹤0.01%	4571
2021 Q4	–	Sell	-530	Closed	-$19K	–	7386
2021 Q3	$19K	Sell	530 -340	-39%	-$14K	﹤0.01%	5807
2021 Q2	$44K	Buy	+870	New	+$37.3K	﹤0.01%	5131

Other funds holding BWMX

MIA

MMBG Investment Advisors Miami, Florida $1.09B AUM 30.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Osaic Holdings's BWMX Position: Q1 2026 in Review

Osaic Holdings increased its Betterware México (BWMX) stake by 30% in Q1 2026, buying an estimated $11.7K and bringing the position to 2,868 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5252.

Osaic Holdings first reported a position in BWMX in Q2 2021 and has held it in 13 quarters since. The position peaked at $189K in Q2 2024. 46 funds tracked by Wall St. Rank hold BWMX as of Q1 2026.

Osaic Holdings held 2,868 shares of Betterware México worth $48.4K as of Q1 2026.
Osaic Holdings bought 667 Betterware México shares in Q1 2026, an estimated $11.7K.
Betterware México made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5252 holding.
Osaic Holdings first reported a position in Betterware México in Q2 2021 and has held it in 13 quarters since.
Osaic Holdings's Betterware México position peaked at $189K in Q2 2024.
46 funds tracked by Wall St. Rank held Betterware México as of Q1 2026.

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