Wealth Preservation Advisors’s OneStream Inc OS Stock Holding History

Wealth Preservation Advisors’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	-85	Closed	-$2.04K	–	995
2026 Q1	$2.04K	Buy	+85	New	+$1.99K	﹤0.01%	591

Wealth Preservation Advisors's OS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 85 shares — an estimated $2.04K sold.

Wealth Preservation Advisors first reported a position in OS in Q1 2026 and held it in 1 quarter. The position peaked at $2.04K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Wealth Preservation Advisors reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 85 OneStream Inc shares in Q2 2026, an estimated $2.04K.
Wealth Preservation Advisors first reported a position in OneStream Inc in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's OneStream Inc position peaked at $2.04K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.