WAG
OS

Wallace Advisory Group’s OneStream Inc OS Stock Holding History

Wallace Advisory Group’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
2025
Q4 		– Sell
-7,919
Closed -$224K – 175
2025
Q3 		$224K Buy
+7,919
New +$174K 0.18% 152

Other funds holding OS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wallace Advisory Group's OS Position: Q4 2025 in Review

Wallace Advisory Group sold out of OneStream Inc (OS) in Q4 2025, closing a stake of 7,919 shares — an estimated $224K sold.

Wallace Advisory Group first reported a position in OS in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 183 funds tracked by Wall St. Rank hold OS as of Q4 2025.

  • Wallace Advisory Group reported no remaining OneStream Inc position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 7,919 OneStream Inc shares in Q4 2025, an estimated $224K.
  • Wallace Advisory Group first reported a position in OneStream Inc in Q3 2025 and held it in 1 quarter.
  • Wallace Advisory Group's OneStream Inc position peaked at $224K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.