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
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

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings's WBX Position: Q1 2026 in Review

Osaic Holdings reduced its Wallbox (WBX) stake by 19% in Q1 2026, selling an estimated $581 and leaving 869 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #7023.

Osaic Holdings first reported a position in WBX in Q4 2021 and has held it in 18 quarters since. The position peaked at $306K in Q4 2021. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • Osaic Holdings held 869 shares of Wallbox worth $2.15K as of Q1 2026.
  • Osaic Holdings sold 202 Wallbox shares in Q1 2026, an estimated $581.
  • Wallbox made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7023 holding.
  • Osaic Holdings first reported a position in Wallbox in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's Wallbox position peaked at $306K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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