Osaic Holdings
JBTM

Osaic Holdings’s JBT Marel JBTM Stock Holding History

Osaic Holdings’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
73,249
+4,829
+7% +$625K 0.01% 1003
2026
Q1 		$8.75M Sell
68,420
-379
-0.6% -$57.3K 0.01% 1002
2025
Q4 		$10.4M Sell
68,799
-697
-1% -$98.3K 0.02% 912
2025
Q3 		$9.76M Buy
69,496
+58,469
+530% +$7.99M 0.01% 1026
2025
Q2 		$1.33M Buy
11,027
+732
+7% +$81.8K ﹤0.01% 2262
2025
Q1 		$1.26M Sell
10,295
-319
-3% -$40.4K ﹤0.01% 2040
2024
Q4 		$1.35M Buy
10,614
+4,821
+83% +$556K ﹤0.01% 1969
2024
Q3 		$571K Buy
5,793
+4,707
+433% +$435K ﹤0.01% 2742
2024
Q2 		$103K Buy
1,086
+181
+20% +$17.1K ﹤0.01% 4117
2024
Q1 		$94.9K Sell
905
-2,886
-76% -$287K ﹤0.01% 4289
2023
Q4 		$377K Sell
3,791
-1,286
-25% -$133K ﹤0.01% 3392
2023
Q3 		$534K Buy
5,077
+708
+16% +$79.2K ﹤0.01% 3190
2023
Q2 		$530K Sell
4,369
-677
-13% -$74.2K ﹤0.01% 3097
2023
Q1 		$550K Buy
5,046
+725
+17% +$76.7K ﹤0.01% 3014
2022
Q4 		$394K Sell
4,321
-192
-4% -$17.6K ﹤0.01% 3236
2022
Q3 		$388K Buy
4,513
+1
+0% +$106 ﹤0.01% 3133
2022
Q2 		$498K Buy
4,512
+1,634
+57% +$188K ﹤0.01% 2932
2022
Q1 		$5.28M Sell
2,878
-367
-11% -$47K 0.01% 1167
2021
Q4 		$498K Buy
3,245
+268
+9% +$41.9K ﹤0.01% 3065
2021
Q3 		$420K Buy
2,977
+140
+5% +$20.1K ﹤0.01% 3222
2021
Q2 		$404K Buy
2,837
+734
+35% +$102K ﹤0.01% 3238
2021
Q1 		$280K Buy
2,103
+342
+19% +$44.9K ﹤0.01% 3450
2020
Q4 		$200K Buy
1,761
+729
+71% +$75.2K ﹤0.01% 3486
2020
Q3 		$94K Buy
1,032
+191
+23% +$18.3K ﹤0.01% 3877
2020
Q2 		$73K Buy
841
+5
+0.6% +$388 ﹤0.01% 3919
2020
Q1 		$64K Buy
+836
New +$83.6K ﹤0.01% 3795

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osaic Holdings's JBTM Position: Q2 2026 in Review

Osaic Holdings increased its JBT Marel (JBTM) stake by 7.1% in Q2 2026, buying an estimated $625K and bringing the position to 73,249 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1003.

Osaic Holdings first reported a position in JBTM in Q1 2020 and has held it in 26 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Osaic Holdings held 73,249 shares of JBT Marel worth $10.6M as of Q2 2026.
  • Osaic Holdings bought 4,829 JBT Marel shares in Q2 2026, an estimated $625K.
  • JBT Marel made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1003 holding.
  • Osaic Holdings first reported a position in JBT Marel in Q1 2020 and has held it in 26 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.