Osaic Holdings
SRI icon

Osaic Holdings’s Stoneridge SRI Stock Holding History

Osaic Holdings’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.06K Buy
419
+219
+110% +$1.5K ﹤0.01% 7131
2026
Q1 		$966 Sell
200
-357
-64% -$2.45K ﹤0.01% 7274
2025
Q4 		$3.22K Hold
557
– – ﹤0.01% 6920
2025
Q3 		$4.24K Buy
557
+127
+30% +$1.01K ﹤0.01% 6843
2025
Q2 		$2.85K Buy
430
+73
+20% +$358 ﹤0.01% 6811
2025
Q1 		$1.64K Buy
357
+330
+1,222% +$1.68K ﹤0.01% 6673
2024
Q4 		$168 Sell
27
-155
-85% -$1.19K ﹤0.01% 7183
2024
Q3 		$2.04K Hold
182
– – ﹤0.01% 6606
2024
Q2 		$2.9K Sell
182
-86,782
-100% -$1.39M ﹤0.01% 6450
2024
Q1 		$1.6M Buy
86,964
+7,770
+10% +$138K ﹤0.01% 1870
2023
Q4 		$1.55M Hold
79,194
– – ﹤0.01% 2080
2023
Q3 		$1.59M Sell
79,194
-27
-0% -$548 ﹤0.01% 2218
2023
Q2 		$1.49M Sell
79,221
-5,505
-6% -$96.5K ﹤0.01% 2128
2023
Q1 		$1.58M Buy
84,726
+6,565
+8% +$141K ﹤0.01% 2037
2022
Q4 		$1.68M Buy
78,161
+27
+0% +$578 ﹤0.01% 1896
2022
Q3 		$1.32M Sell
78,134
-142
-0.2% -$2.67K ﹤0.01% 1956
2022
Q2 		$1.34M Buy
78,276
+80
+0.1% +$1.52K ﹤0.01% 1994
2022
Q1 		$1.62M Buy
78,196
+3,370
+5% +$62K ﹤0.01% 2117
2021
Q4 		$1.48M Hold
74,826
– – ﹤0.01% 2048
2021
Q3 		$1.53M Sell
74,826
-62
-0.1% -$1.53K ﹤0.01% 1963
2021
Q2 		$2.21M Sell
74,888
-704
-0.9% -$22.3K ﹤0.01% 1618
2021
Q1 		$2.4M Buy
75,592
+7,290
+11% +$230K 0.01% 1456
2020
Q4 		$2.06M Sell
68,302
-879
-1% -$22.8K 0.01% 1413
2020
Q3 		$1.27M Hold
69,181
– – ﹤0.01% 1643
2020
Q2 		$1.43M Sell
69,181
-443
-0.6% -$8.3K ﹤0.01% 1479
2020
Q1 		$1.17M Buy
+69,624
New +$1.73M ﹤0.01% 1427

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Osaic Holdings's SRI Position: Q2 2026 in Review

Osaic Holdings increased its Stoneridge (SRI) stake by 110% in Q2 2026, buying an estimated $1.5K and bringing the position to 419 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #7131.

Osaic Holdings first reported a position in SRI in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.4M in Q1 2021. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Osaic Holdings held 419 shares of Stoneridge worth $3.06K as of Q2 2026.
  • Osaic Holdings bought 219 Stoneridge shares in Q2 2026, an estimated $1.5K.
  • Stoneridge made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7131 holding.
  • Osaic Holdings first reported a position in Stoneridge in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Stoneridge position peaked at $2.4M in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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