Osaic Holdings
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Osaic Holdings’s Western Midstream Partners WES Stock Holding History

Osaic Holdings’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
30,751
-20,898
-40% -$864K ﹤0.01% 2488
2025
Q4 		$2.04M Sell
51,649
-26,463
-34% -$1.03M ﹤0.01% 2073
2025
Q3 		$3.06M Buy
78,112
+20,420
+35% +$797K ﹤0.01% 1831
2025
Q2 		$2.23M Buy
57,692
+16,416
+40% +$625K ﹤0.01% 1804
2025
Q1 		$1.69M Buy
41,276
+11,341
+38% +$462K ﹤0.01% 1789
2024
Q4 		$1.15M Buy
29,935
+15,617
+109% +$603K ﹤0.01% 2086
2024
Q3 		$548K Buy
14,318
+164
+1% +$6.46K ﹤0.01% 2786
2024
Q2 		$562K Sell
14,154
-486
-3% -$17.9K ﹤0.01% 2675
2024
Q1 		$520K Sell
14,640
-1,306
-8% -$40.5K ﹤0.01% 2900
2023
Q4 		$467K Buy
15,946
+609
+4% +$17K ﹤0.01% 3225
2023
Q3 		$418K Sell
15,337
-1,791
-10% -$48.6K ﹤0.01% 3402
2023
Q2 		$456K Sell
17,128
-2,146
-11% -$56.5K ﹤0.01% 3226
2023
Q1 		$508K Sell
19,274
-1,646
-8% -$44.2K ﹤0.01% 3083
2022
Q4 		$561K Buy
20,920
+2,054
+11% +$55.4K ﹤0.01% 2918
2022
Q3 		$476K Buy
18,866
+3,890
+26% +$104K ﹤0.01% 2941
2022
Q2 		$364K Buy
14,976
+3,123
+26% +$79.9K ﹤0.01% 3247
2022
Q1 		$234K Buy
11,853
+710
+6% +$17.5K ﹤0.01% 3896
2021
Q4 		$248K Sell
11,143
-1,491
-12% -$31.9K ﹤0.01% 3752
2021
Q3 		$266K Sell
12,634
-6,937
-35% -$138K ﹤0.01% 3645
2021
Q2 		$419K Sell
19,571
-448
-2% -$9.29K ﹤0.01% 3206
2021
Q1 		$371K Sell
20,019
-8,285
-29% -$141K ﹤0.01% 3184
2020
Q4 		$391K Sell
28,304
-76,088
-73% -$874K ﹤0.01% 2872
2020
Q3 		$835K Buy
104,392
+81,021
+347% +$731K ﹤0.01% 1983
2020
Q2 		$234K Buy
23,371
+2,692
+13% +$22.3K ﹤0.01% 2987
2020
Q1 		$67K Buy
+20,679
New +$285K ﹤0.01% 3768

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Osaic Holdings's WES Position: Q1 2026 in Review

Osaic Holdings reduced its Western Midstream Partners (WES) stake by 40% in Q1 2026, selling an estimated $864K and leaving 30,751 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Osaic Holdings first reported a position in WES in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.06M in Q3 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Osaic Holdings held 30,751 shares of Western Midstream Partners worth $1.27M as of Q1 2026.
  • Osaic Holdings sold 20,898 Western Midstream Partners shares in Q1 2026, an estimated $864K.
  • Western Midstream Partners made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2488 holding.
  • Osaic Holdings first reported a position in Western Midstream Partners in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Western Midstream Partners position peaked at $3.06M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

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