Root Financial Partners’s OneStream Inc OS Stock Holding History

Root Financial Partners’s Portfolio OS Stock Details OS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-337	Closed	-$8.09K	–	3342
2026 Q1	$8.09K	Buy	+337	New	+$7.9K	﹤0.01%	1763

Root Financial Partners's OS Position: Q2 2026 in Review

Root Financial Partners sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 337 shares — an estimated $8.09K sold.

Root Financial Partners first reported a position in OS in Q1 2026 and held it in 1 quarter. The position peaked at $8.09K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Root Financial Partners reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 337 OneStream Inc shares in Q2 2026, an estimated $8.09K.
Root Financial Partners first reported a position in OneStream Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's OneStream Inc position peaked at $8.09K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.