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Advisors Asset Management’s Orthofix Medical OFIX Stock Holding History

Advisors Asset Management’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14K Sell
234
-120
-34% -$1.32K ﹤0.01% 1383
2026
Q1 		$4.06K Hold
354
– – ﹤0.01% 1414
2025
Q4 		$5.37K Sell
354
-3
-0.8% -$46 ﹤0.01% 1394
2025
Q3 		$5.23K Sell
357
-5
-1% -$66 ﹤0.01% 1399
2025
Q2 		$4.04K Buy
362
+238
+192% +$2.95K ﹤0.01% 1413
2025
Q1 		$2.02K Buy
+124
New +$2.18K ﹤0.01% 1462

Other funds holding OFIX

ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisors Asset Management's OFIX Position: Q2 2026 in Review

Advisors Asset Management reduced its Orthofix Medical (OFIX) stake by 34% in Q2 2026, selling an estimated $1.32K and leaving 234 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Advisors Asset Management first reported a position in OFIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.37K in Q4 2025. 144 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Advisors Asset Management held 234 shares of Orthofix Medical worth $2.14K as of Q2 2026.
  • Advisors Asset Management sold 120 Orthofix Medical shares in Q2 2026, an estimated $1.32K.
  • Orthofix Medical made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1383 holding.
  • Advisors Asset Management first reported a position in Orthofix Medical in Q1 2025 and has held it in 6 quarters since.
  • Advisors Asset Management's Orthofix Medical position peaked at $5.37K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

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