Osaic Holdings
HEAL

Osaic Holdings’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Osaic Holdings’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6K Sell
2,082
-67
-3% -$1.82K ﹤0.01% 5228
2025
Q4 		$62.8K Sell
2,149
-3,738
-63% -$117K ﹤0.01% 5084
2025
Q3 		$74.2K Buy
5,887
+3,546
+151% +$112K ﹤0.01% 5033
2025
Q2 		$76.6K Buy
2,341
+1,206
+106% +$36.4K ﹤0.01% 4718
2025
Q1 		$32.2K Buy
1,135
+73
+7% +$2.29K ﹤0.01% 5025
2024
Q4 		$31.3K Buy
1,062
+664
+167% +$19.8K ﹤0.01% 5041
2024
Q3 		$12K Sell
398
-355
-47% -$9.78K ﹤0.01% 5704
2024
Q2 		$19.8K Sell
753
-676
-47% -$18.4K ﹤0.01% 5353
2024
Q1 		$40.8K Buy
1,429
+922
+182% +$26.3K ﹤0.01% 4893
2023
Q4 		$15.4K Sell
507
-666
-57% -$17.9K ﹤0.01% 5625
2023
Q3 		$32.3K Buy
1,173
+215
+22% +$6.88K ﹤0.01% 5275
2023
Q2 		$33.4K Hold
958
– – ﹤0.01% 5215
2023
Q1 		$33.7K Buy
958
+172
+22% +$6.18K ﹤0.01% 5229
2022
Q4 		$27K Buy
786
+295
+60% +$10.4K ﹤0.01% 5352
2022
Q3 		$17K Hold
491
– – ﹤0.01% 5724
2022
Q2 		$17K Sell
491
-400
-45% -$14.9K ﹤0.01% 5740
2022
Q1 		$38K Sell
891
-2,743
-75% -$119K ﹤0.01% 5290
2021
Q4 		$180K Sell
3,634
-3,650
-50% -$189K ﹤0.01% 4053
2021
Q3 		$387K Sell
7,284
-230
-3% -$12.7K ﹤0.01% 3296
2021
Q2 		$435K Sell
7,514
-1,160
-13% -$66K ﹤0.01% 3168
2021
Q1 		$498K Sell
8,674
-11,266
-56% -$689K ﹤0.01% 2870
2020
Q4 		$1.15M Buy
19,940
+3,689
+23% +$198K ﹤0.01% 1907
2020
Q3 		$820K Buy
+16,251
New +$784K ﹤0.01% 2000

Other funds holding HEAL

WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings's HEAL Position: Q1 2026 in Review

Osaic Holdings reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 3.1% in Q1 2026, selling an estimated $1.82K and leaving 2,082 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5228.

Osaic Holdings first reported a position in HEAL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2020. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

  • Osaic Holdings held 2,082 shares of Global X Funds Global X HealthTech ETF worth $49.6K as of Q1 2026.
  • Osaic Holdings sold 67 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $1.82K.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5228 holding.
  • Osaic Holdings first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and has held it in 23 quarters since.
  • Osaic Holdings's Global X Funds Global X HealthTech ETF position peaked at $1.15M in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

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