O'Shaughnessy Asset Management’s Noah Holdings NOAH Stock Holding History

O'Shaughnessy Asset Management’s Portfolio NOAH Stock Details NOAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$599K	Buy	60,541 +19,772	+48%	+$227K	﹤0.01%	1445
2025 Q4	$409K	Buy	40,769 +9,678	+31%	+$105K	﹤0.01%	1602
2025 Q3	$360K	Sell	31,091 -1,238	-4%	-$14.8K	﹤0.01%	1654
2025 Q2	$386K	Buy	32,329 +3,697	+13%	+$37.3K	﹤0.01%	1514
2025 Q1	$271K	Sell	28,632 -5,641	-16%	-$61.8K	﹤0.01%	1643
2024 Q4	$401K	Buy	34,273 +21,464	+168%	+$266K	﹤0.01%	1377
2024 Q3	$175K	Buy	+12,809	New	+$106K	﹤0.01%	1709
2021 Q4	–	Sell	-50	Closed	-$2K	–	2036
2021 Q3	$2K	Buy	+50	New	+$1.98K	﹤0.01%	2496
2016 Q2	–	Sell	-5,448	Closed	-$139K	–	981
2016 Q1	$139K	Sell	5,448 -2,399	-31%	-$58.7K	﹤0.01%	510
2015 Q4	$219K	Sell	7,847 -3,327	-30%	-$96.9K	0.01%	461
2015 Q3	$262K	Hold	11,174	–	–	0.01%	454
2015 Q2	$338K	Buy	+11,174	New	+$362K	0.01%	428

Other funds holding NOAH

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

O'Shaughnessy Asset Management's NOAH Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Noah Holdings (NOAH) stake by 48% in Q1 2026, buying an estimated $227K and bringing the position to 60,541 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

O'Shaughnessy Asset Management first reported a position in NOAH in Q2 2015 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold NOAH as of Q1 2026.

O'Shaughnessy Asset Management held 60,541 shares of Noah Holdings worth $599K as of Q1 2026.
O'Shaughnessy Asset Management bought 19,772 Noah Holdings shares in Q1 2026, an estimated $227K.
Noah Holdings made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1445 holding.
O'Shaughnessy Asset Management first reported a position in Noah Holdings in Q2 2015 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Noah Holdings as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.