Osaic Holdings’s DataMeds AI MEDS Stock Holding History

Osaic Holdings’s Portfolio MEDS Stock Details MEDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20	Closed	-$960	–	8044
2025 Q2	$960	Buy	+20	New	+$2.76K	﹤0.01%	7165

Other funds holding MEDS

HCM

Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

VFIC

Valley Forge Investment Consultants Audubon, Pennsylvania $388M AUM 22.18% 1-Year Est. Return

Osaic Holdings's MEDS Position: Q3 2025 in Review

Osaic Holdings sold out of DataMeds AI (MEDS) in Q3 2025, closing a stake of 20 shares — an estimated $960 sold.

Osaic Holdings first reported a position in MEDS in Q2 2025 and held it in 1 quarter. The position peaked at $960 in Q2 2025. 15 funds tracked by Wall St. Rank hold MEDS as of Q3 2025.

Osaic Holdings reported no remaining DataMeds AI position as of Q3 2025 after selling out during the quarter.
Osaic Holdings sold 20 DataMeds AI shares in Q3 2025, an estimated $960.
Osaic Holdings first reported a position in DataMeds AI in Q2 2025 and held it in 1 quarter.
Osaic Holdings's DataMeds AI position peaked at $960 in Q2 2025.
15 funds tracked by Wall St. Rank held DataMeds AI as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.