Osaic Holdings
VSEE

Osaic Holdings’s VSEE HEALTH INC VSEE Stock Holding History

Osaic Holdings’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-72,670
Closed -$26.9K – 8107
2025
Q4 		$26.9K Buy
72,670
+27,995
+63% +$18.4K ﹤0.01% 5661
2025
Q3 		$27.7K Sell
44,675
-495
-1% -$485 ﹤0.01% 5707
2025
Q2 		$52.4K Buy
45,170
+29,985
+197% +$34.4K ﹤0.01% 5014
2025
Q1 		$18.2K Buy
+15,185
New +$22.5K ﹤0.01% 5424

Other funds holding VSEE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings's VSEE Position: Q1 2026 in Review

Osaic Holdings sold out of VSEE HEALTH INC (VSEE) in Q1 2026, closing a stake of 72,670 shares — an estimated $26.9K sold.

Osaic Holdings first reported a position in VSEE in Q1 2025 and held it in 4 quarters. The position peaked at $52.4K in Q2 2025. 14 funds tracked by Wall St. Rank hold VSEE as of Q1 2026.

  • Osaic Holdings reported no remaining VSEE HEALTH INC position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 72,670 VSEE HEALTH INC shares in Q1 2026, an estimated $26.9K.
  • Osaic Holdings first reported a position in VSEE HEALTH INC in Q1 2025 and held it in 4 quarters.
  • Osaic Holdings's VSEE HEALTH INC position peaked at $52.4K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held VSEE HEALTH INC as of Q1 2026.

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