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Osterweis Capital Management’s SPX Corp SPXC Stock Holding History

Osterweis Capital Management’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
71,108
+22,126
+45% +$4.84M 0.82% 38
2026
Q1 		$9.79M Buy
48,982
+852
+2% +$183K 0.51% 63
2025
Q4 		$9.63M Sell
48,130
-12,648
-21% -$2.58M 0.41% 66
2025
Q3 		$11.4M Buy
60,778
+12,123
+25% +$2.24M 0.51% 55
2025
Q2 		$8.16M Buy
+48,655
New +$7.13M 0.39% 66

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osterweis Capital Management's SPXC Position: Q2 2026 in Review

Osterweis Capital Management increased its SPX Corp (SPXC) stake by 45% in Q2 2026, buying an estimated $4.84M and bringing the position to 71,108 shares worth $17.4M. The position accounts for 0.82% of the portfolio, ranked #38.

Osterweis Capital Management first reported a position in SPXC in Q2 2025 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Osterweis Capital Management held 71,108 shares of SPX Corp worth $17.4M as of Q2 2026.
  • Osterweis Capital Management bought 22,126 SPX Corp shares in Q2 2026, an estimated $4.84M.
  • SPX Corp made up 0.82% of Osterweis Capital Management's portfolio in Q2 2026, its #38 holding.
  • Osterweis Capital Management first reported a position in SPX Corp in Q2 2025 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.