Osaic Holdings
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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
Q3 		$39.4K Sell
1,455
-345
-19% -$9.7K ﹤0.01% 5688
2026
Q2 		$51.9K Buy
1,800
+1,600
+800% +$45.7K ﹤0.01% 5458
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

Merkkuri Wealth Advisors
Merkkuri Wealth Advisors Hicksville, New York $163M AUM 13.4% 1-Year Est. Return
Welch Financial Planning
Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return
Summit Place Financial Advisors
Summit Place Financial Advisors Summit, New Jersey $221M AUM 18.56% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
J.E. Simmons & Co
J.E. Simmons & Co Dallas, Texas $179M AUM 20.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Continuum Advisory
Continuum Advisory Eagle, Idaho $1.23B AUM 21.4% 1-Year Est. Return

Osaic Holdings's MCH Position: Q3 2026 in Review

Osaic Holdings reduced its Matthews China Active ETF (MCH) stake by 19% in Q3 2026, selling an estimated $9.7K and leaving 1,455 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5688.

Osaic Holdings first reported a position in MCH in Q4 2023 and has held it in 9 quarters since. The position peaked at $135K in Q3 2024. 11 funds tracked by Wall St. Rank hold MCH as of Q3 2026.

  • Osaic Holdings held 1,455 shares of Matthews China Active ETF worth $39.4K as of Q3 2026.
  • Osaic Holdings sold 345 Matthews China Active ETF shares in Q3 2026, an estimated $9.7K.
  • Matthews China Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #5688 holding.
  • Osaic Holdings first reported a position in Matthews China Active ETF in Q4 2023 and has held it in 9 quarters since.
  • Osaic Holdings's Matthews China Active ETF position peaked at $135K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.