Osaic Holdings’s Lavoro LVRO Stock Holding History

Osaic Holdings’s Portfolio LVRO Stock Details LVRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-130	Closed	-$232	–	8027
2025 Q3	$232	Hold	130	–	–	﹤0.01%	7677
2025 Q2	$286	Buy	+130	New	+$337	﹤0.01%	7455
2025 Q1	–	Sell	-359	Closed	-$1.72K	–	7607
2024 Q4	$1.72K	Buy	359 +42	+13%	+$193	﹤0.01%	6662
2024 Q3	$1.2K	Sell	317 -58	-15%	-$284	﹤0.01%	6791
2024 Q2	$2.04K	Buy	+375	New	+$2.16K	﹤0.01%	6588

Other funds holding LVRO

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings's LVRO Position: Q4 2025 in Review

Osaic Holdings sold out of Lavoro (LVRO) in Q4 2025, closing a stake of 130 shares — an estimated $232 sold.

Osaic Holdings first reported a position in LVRO in Q2 2024 and held it in 5 quarters. The position peaked at $2.04K in Q2 2024. 4 funds tracked by Wall St. Rank hold LVRO as of Q4 2025.

Osaic Holdings reported no remaining Lavoro position as of Q4 2025 after selling out during the quarter.
Osaic Holdings sold 130 Lavoro shares in Q4 2025, an estimated $232.
Osaic Holdings first reported a position in Lavoro in Q2 2024 and held it in 5 quarters.
Osaic Holdings's Lavoro position peaked at $2.04K in Q2 2024.
4 funds tracked by Wall St. Rank held Lavoro as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.