QWP
OSG

Quotient Wealth Partners’s Octave Specialty Group OSG Stock Holding History

Quotient Wealth Partners’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,896
Closed -$78.6K – 411
2026
Q1 		$78.6K Buy
+16,896
New +$96.7K ﹤0.01% 370

Other funds holding OSG

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Vanguard Capital Management
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PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Quotient Wealth Partners's OSG Position: Q2 2026 in Review

Quotient Wealth Partners sold out of Octave Specialty Group (OSG) in Q2 2026, closing a stake of 16,896 shares — an estimated $78.6K sold.

Quotient Wealth Partners first reported a position in OSG in Q1 2026 and held it in 1 quarter. The position peaked at $78.6K in Q1 2026. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Quotient Wealth Partners reported no remaining Octave Specialty Group position as of Q2 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 16,896 Octave Specialty Group shares in Q2 2026, an estimated $78.6K.
  • Quotient Wealth Partners first reported a position in Octave Specialty Group in Q1 2026 and held it in 1 quarter.
  • Quotient Wealth Partners's Octave Specialty Group position peaked at $78.6K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.