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Root Financial Partners’s One Stop Systems OSS Stock Holding History

Root Financial Partners’s Portfolio OSS Stock Details OSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65
Closed -$492 – 2326
2026
Q1 		$492 Buy
+65
New +$606 ﹤0.01% 2868

Other funds holding OSS

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PM
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OCA
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BTWM
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LWM
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AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Root Financial Partners sold out of One Stop Systems (OSS) in Q2 2026, closing a stake of 65 shares — an estimated $492 sold.

Root Financial Partners first reported a position in OSS in Q1 2026 and held it in 1 quarter. The position peaked at $492 in Q1 2026. 16 funds tracked by Wall St. Rank hold OSS as of Q2 2026.

  • Root Financial Partners reported no remaining One Stop Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 65 One Stop Systems shares in Q2 2026, an estimated $492.
  • Root Financial Partners first reported a position in One Stop Systems in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's One Stop Systems position peaked at $492 in Q1 2026.
  • 16 funds tracked by Wall St. Rank held One Stop Systems as of Q2 2026.

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