True Wealth Design’s OneStream Inc OS Stock Holding History

True Wealth Design’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	-74	Closed	-$1.78K	–	2921
2026 Q1	$1.78K	Sell	74 -11	-13%	-$258	﹤0.01%	1600
2025 Q4	$1.56K	Buy	+85	New	+$1.62K	﹤0.01%	1545
2025 Q2	–	Sell	-37	Closed	-$790	–	2858
2025 Q1	$790	Hold	37	–	–	﹤0.01%	1359
2024 Q4	$1.06K	Hold	37	–	–	﹤0.01%	922
2024 Q3	$1.25K	Buy	+37	New	+$1.09K	﹤0.01%	916

True Wealth Design's OS Position: Q2 2026 in Review

True Wealth Design sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 74 shares — an estimated $1.78K sold.

True Wealth Design first reported a position in OS in Q3 2024 and held it in 5 quarters. The position peaked at $1.78K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

True Wealth Design reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 74 OneStream Inc shares in Q2 2026, an estimated $1.78K.
True Wealth Design first reported a position in OneStream Inc in Q3 2024 and held it in 5 quarters.
True Wealth Design's OneStream Inc position peaked at $1.78K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.