AAM
OFIX icon

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
Q1 		$4.06K Hold
354
– – ﹤0.01% 1414
2025
Q4 		$5.37K Sell
354
-3
-0.8% -$46 ﹤0.01% 1388
2025
Q3 		$5.23K Sell
357
-5
-1% -$66 ﹤0.01% 1394
2025
Q2 		$4.04K Buy
362
+238
+192% +$2.95K ﹤0.01% 1408
2025
Q1 		$2.02K Buy
+124
New +$2.18K ﹤0.01% 1459

Other funds holding OFIX

ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisors Asset Management's OFIX Position: Q1 2026 in Review

Advisors Asset Management held its Orthofix Medical (OFIX) position steady in Q1 2026 at 354 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Advisors Asset Management first reported a position in OFIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.37K in Q4 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • Advisors Asset Management held 354 shares of Orthofix Medical worth $4.06K as of Q1 2026.
  • Advisors Asset Management left its Orthofix Medical share count unchanged in Q1 2026.
  • Orthofix Medical made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1414 holding.
  • Advisors Asset Management first reported a position in Orthofix Medical in Q1 2025 and has held it in 5 quarters since.
  • Advisors Asset Management's Orthofix Medical position peaked at $5.37K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.