Osaic Holdings’s Matthews China Active ETF MCH Stock Holding History

Osaic Holdings’s Portfolio MCH Stock Details MCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.26K	Sell	200 -300	-60%	-$8.55K	﹤0.01%	6660
2025 Q4	$14.1K	Buy	+500	New	+$14.6K	﹤0.01%	6109
2025 Q1	–	Sell	-5,560	Closed	-$123K	–	7610
2024 Q4	$123K	Buy	5,560 +75	+1%	+$1.78K	﹤0.01%	4026
2024 Q3	$135K	Hold	5,485	–	–	﹤0.01%	3983
2024 Q2	$105K	Sell	5,485 -406	-7%	-$8.14K	﹤0.01%	4102
2024 Q1	$111K	Buy	5,891 +973	+20%	+$17.7K	﹤0.01%	4171
2023 Q4	$93.6K	Buy	+4,918	New	+$95.9K	﹤0.01%	4483

Other funds holding MCH

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

IWS

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

Osaic Holdings's MCH Position: Q1 2026 in Review

Osaic Holdings reduced its Matthews China Active ETF (MCH) stake by 60% in Q1 2026, selling an estimated $8.55K and leaving 200 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #6660.

Osaic Holdings first reported a position in MCH in Q4 2023 and has held it in 7 quarters since. The position peaked at $135K in Q3 2024. 17 funds tracked by Wall St. Rank hold MCH as of Q1 2026.

Osaic Holdings held 200 shares of Matthews China Active ETF worth $5.26K as of Q1 2026.
Osaic Holdings sold 300 Matthews China Active ETF shares in Q1 2026, an estimated $8.55K.
Matthews China Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6660 holding.
Osaic Holdings first reported a position in Matthews China Active ETF in Q4 2023 and has held it in 7 quarters since.
Osaic Holdings's Matthews China Active ETF position peaked at $135K in Q3 2024.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2026.

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