Holistic Financial Partners / OSTIX
Holistic Financial Partners’s Osterweis Strategic Position
Does Holistic Financial Partners own Osterweis Strategic (OSTIX)? Not currently — the last reported position was 368.8K shares worth $4M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2019
Shares
368.8K
% of Portfolio
+2.39%
Quarters Held
2
position exited
Position History OSTIX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of OSTIX.