Osaic Holdings
IVF

Osaic Holdings’s INVO Fertility Inc IVF Stock Holding History

Osaic Holdings’s Portfolio IVF Stock Details IVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 8119
2025
Q4 		– Sell
-1
Closed -$17 – 8264
2025
Q3 		$47 Buy
+1
New +$64 ﹤0.01% 7789
2025
Q2 		– Hold
0
– – – 7639
2025
Q1 		– Hold
0
– – – 7253
2024
Q4 		– Hold
0
– – – 7063
2024
Q3 		– Hold
0
– – – 7194
2024
Q2 		– Hold
0
– – – 7161
2024
Q1 		– Hold
0
– – – 6776
2023
Q4 		– Hold
0
– – – 6831
2023
Q3 		– Hold
0
– – – 6996
2023
Q2 		– Hold
0
– – – 6592
2023
Q1 		– Sell
-1
Closed -$17.2K – 6118
2022
Q4 		$6K Hold
1
– – ﹤0.01% 6236
2022
Q3 		$15K Hold
1
– – ﹤0.01% 5803
2022
Q2 		$9K Buy
+1
New +$39.7K ﹤0.01% 6184
2022
Q1 		– Hold
0
– – – 5406
2021
Q4 		– Hold
0
– – – 5289
2021
Q3 		– Hold
0
– – – 5280
2021
Q2 		– Hold
0
– – – 4948
2021
Q1 		– Hold
0
– – – 4848
2020
Q4 		– Hold
0
– – – 4775

Other funds holding IVF

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Osaic Holdings's IVF Position: Q1 2026 in Review

Osaic Holdings held its INVO Fertility Inc (IVF) position steady in Q1 2026 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #8119.

Osaic Holdings first reported a position in IVF in Q2 2022 and has held it in 4 quarters since. The position peaked at $15K in Q3 2022. 8 funds tracked by Wall St. Rank hold IVF as of Q1 2026.

  • Osaic Holdings held 0 shares of INVO Fertility Inc worth $0 as of Q1 2026.
  • Osaic Holdings left its INVO Fertility Inc share count unchanged in Q1 2026.
  • INVO Fertility Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #8119 holding.
  • Osaic Holdings first reported a position in INVO Fertility Inc in Q2 2022 and has held it in 4 quarters since.
  • Osaic Holdings's INVO Fertility Inc position peaked at $15K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held INVO Fertility Inc as of Q1 2026.

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