Osaic Holdings
WBX

Osaic Holdings’s Wallbox WBX Stock Holding History

Osaic Holdings’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25K Sell
849
-20
-2% -$61 ﹤0.01% 7109
2026
Q1 		$2.15K Sell
869
-202
-19% -$581 ﹤0.01% 7023
2025
Q4 		$2.5K Sell
1,071
-11,040
-91% -$45.7K ﹤0.01% 7007
2025
Q3 		$8.22K Buy
12,111
+10,959
+951% +$53.7K ﹤0.01% 6481
2025
Q2 		$7.16K Sell
1,152
-219
-16% -$1.48K ﹤0.01% 6350
2025
Q1 		$9.03K Buy
1,371
+244
+22% +$2.22K ﹤0.01% 5841
2024
Q4 		$11.3K Buy
1,127
+38
+3% +$602 ﹤0.01% 5711
2024
Q3 		$26.6K Sell
1,089
-84
-7% -$2.29K ﹤0.01% 5191
2024
Q2 		$30.7K Sell
1,173
-27
-2% -$783 ﹤0.01% 5042
2024
Q1 		$34.1K Sell
1,200
-507
-30% -$15.2K ﹤0.01% 5005
2023
Q4 		$59.7K Sell
1,707
-37
-2% -$1.32K ﹤0.01% 4791
2023
Q3 		$78.5K Buy
1,744
+651
+60% +$42.5K ﹤0.01% 4688
2023
Q2 		$77.4K Buy
1,093
+6
+0.6% +$396 ﹤0.01% 4640
2023
Q1 		$106K Sell
1,087
-76
-7% -$7.59K ﹤0.01% 4394
2022
Q4 		$84K Buy
1,163
+83
+8% +$9.41K ﹤0.01% 4579
2022
Q3 		$171K Buy
1,080
+5
+0.5% +$891 ﹤0.01% 3897
2022
Q2 		$191K Buy
1,075
+20
+2% +$4.3K ﹤0.01% 3842
2022
Q1 		$269K Buy
1,055
+118
+13% +$31.3K ﹤0.01% 3770
2021
Q4 		$306K Buy
+937
New +$257K ﹤0.01% 3547

Other funds holding WBX

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SNBOSCI
Security National Bank of Sioux City Iowa Sioux City, Iowa $244M AUM 23.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's WBX Position: Q2 2026 in Review

Osaic Holdings reduced its Wallbox (WBX) stake by 2.3% in Q2 2026, selling an estimated $61 and leaving 849 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #7109.

Osaic Holdings first reported a position in WBX in Q4 2021 and has held it in 19 quarters since. The position peaked at $306K in Q4 2021. 16 funds tracked by Wall St. Rank hold WBX as of Q2 2026.

  • Osaic Holdings held 849 shares of Wallbox worth $3.25K as of Q2 2026.
  • Osaic Holdings sold 20 Wallbox shares in Q2 2026, an estimated $61.
  • Wallbox made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7109 holding.
  • Osaic Holdings first reported a position in Wallbox in Q4 2021 and has held it in 19 quarters since.
  • Osaic Holdings's Wallbox position peaked at $306K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Wallbox as of Q2 2026.

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