Osaic Holdings
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Osaic Holdings’s Cumberland Pharmaceuticals CPIX Stock Holding History

Osaic Holdings’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$796 – 7863
2025
Q4 		$796 Buy
+200
New +$593 ﹤0.01% 7331
2024
Q4 		– Sell
-100
Closed -$128 – 7442
2024
Q3 		$128 Hold
100
– – ﹤0.01% 7223
2024
Q2 		$153 Hold
100
– – ﹤0.01% 7199
2024
Q1 		$168 Buy
+100
New +$199 ﹤0.01% 6981
2021
Q3 		– Sell
-730
Closed -$2K – 7202
2021
Q2 		$2K Hold
730
– – ﹤0.01% 6687
2021
Q1 		$2K Hold
730
– – ﹤0.01% 6470
2020
Q4 		$2K Buy
730
+270
+59% +$817 ﹤0.01% 6045
2020
Q3 		$1K Buy
460
+225
+96% +$740 ﹤0.01% 5981
2020
Q2 		$1K Buy
235
+12
+5% +$44 ﹤0.01% 5912
2020
Q1 		$1K Buy
+223
New +$998 ﹤0.01% 5815

Other funds holding CPIX

IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings's CPIX Position: Q1 2026 in Review

Osaic Holdings sold out of Cumberland Pharmaceuticals (CPIX) in Q1 2026, closing a stake of 200 shares — an estimated $796 sold.

Osaic Holdings first reported a position in CPIX in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 29 funds tracked by Wall St. Rank hold CPIX as of Q1 2026.

  • Osaic Holdings reported no remaining Cumberland Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 200 Cumberland Pharmaceuticals shares in Q1 2026, an estimated $796.
  • Osaic Holdings first reported a position in Cumberland Pharmaceuticals in Q1 2020 and held it in 10 quarters.
  • Osaic Holdings's Cumberland Pharmaceuticals position peaked at $2K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q1 2026.

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