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MDMDST
6 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ULTIMUS MANAGERS TR

OSAIC HOLDINGS, INC. holds 43,351 shares of MDST (ULTIMUS MANAGERS TR), worth $1.3M as of 2026-Q2. The position was increased (+86.5% shares). MDST represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.3M

Current Shares

43,351

Total Value Change

+$1.2M

Total Shares Change

+40,248

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
43,351
+86.5%
$1.3M0.0%$28.61
39
2026-Q1
Decreased
23,242
-6.8%
$664,9080.0%$27.73
0
2025-Q4
Increased
24,936
+46.7%
$658,9700.0%$24.80
33
2025-Q3
Increased
16,996
+5.9%
$454,2940.0%$24.64
25
2025-Q2
Increased
16,053
+417.3%
$434,9760.0%$24.37
39
2025-Q1
New
3,103
-
$86,4790.0%$24.40
30

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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