Osaic Holdings’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Osaic Holdings’s Portfolio GRW Stock Details GRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98K	Sell	3,557 -2,688	-43%	-$80.4K	﹤0.01%	4711
2025 Q4	$194K	Sell	6,245 -3,534	-36%	-$111K	﹤0.01%	4175
2025 Q3	$317K	Sell	9,779 -675	-6%	-$22.5K	﹤0.01%	3810
2025 Q2	$366K	Buy	10,454 +3,986	+62%	+$134K	﹤0.01%	3423
2025 Q1	$214K	Sell	6,468 -1,060	-14%	-$35.7K	﹤0.01%	3561
2024 Q4	$248K	Sell	7,528 -3,848	-34%	-$144K	﹤0.01%	3413
2024 Q3	$422K	Buy	11,376 +8,223	+261%	+$292K	﹤0.01%	3039
2024 Q2	$108K	Buy	+3,153	New	+$105K	﹤0.01%	4074

Other funds holding GRW

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Osaic Holdings's GRW Position: Q1 2026 in Review

Osaic Holdings reduced its TCW ETF Trust TCW Durable Growth ETF (GRW) stake by 43% in Q1 2026, selling an estimated $80.4K and leaving 3,557 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #4711.

Osaic Holdings first reported a position in GRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $422K in Q3 2024. 31 funds tracked by Wall St. Rank hold GRW as of Q1 2026.

Osaic Holdings held 3,557 shares of TCW ETF Trust TCW Durable Growth ETF worth $98K as of Q1 2026.
Osaic Holdings sold 2,688 TCW ETF Trust TCW Durable Growth ETF shares in Q1 2026, an estimated $80.4K.
TCW ETF Trust TCW Durable Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4711 holding.
Osaic Holdings first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2024 and has held it in 8 quarters since.
Osaic Holdings's TCW ETF Trust TCW Durable Growth ETF position peaked at $422K in Q3 2024.
31 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q1 2026.

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