Rothschild Investment LLC’s OneStream Inc OS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-377
Closed -$9.05K 3727
2026
Q1
$9.05K Buy
377
+264
+234% +$6.19K ﹤0.01% 1738
2025
Q4
$2.08K Buy
+113
New +$2.15K ﹤0.01% 2349

Rothschild Investment LLC's OS Position: Q2 2026 in Review

Rothschild Investment LLC sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 377 shares — an estimated $9.05K sold.

Rothschild Investment LLC first reported a position in OS in Q4 2025 and held it in 2 quarters. The position peaked at $9.05K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Rothschild Investment LLC reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 377 OneStream Inc shares in Q2 2026, an estimated $9.05K.
  • Rothschild Investment LLC first reported a position in OneStream Inc in Q4 2025 and held it in 2 quarters.
  • Rothschild Investment LLC's OneStream Inc position peaked at $9.05K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.