Allworth Financial’s Orthofix Medical OFIX Stock Holding History

Allworth Financial’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	$13.3K	Buy	1,453 +1,255	+634%	+$13.8K	﹤0.01%	3525
2026 Q1	$2.27K	Sell	198 -37	-16%	-$489	﹤0.01%	4313
2025 Q4	$3.56K	Buy	235 +214	+1,019%	+$3.27K	﹤0.01%	3892
2025 Q3	$308	Buy	21 +9	+75%	+$118	﹤0.01%	4540
2025 Q2	$134	Buy	+12	New	+$149	﹤0.01%	4367
2023 Q4	–	Sell	-1,617	Closed	-$20.8K	–	3573
2023 Q3	$20.8K	Sell	1,617 -920	-36%	-$16.6K	﹤0.01%	1485
2023 Q2	$45.8K	Hold	2,537	–	–	﹤0.01%	1156
2023 Q1	$42.5K	Hold	2,537	–	–	﹤0.01%	1127
2022 Q4	$52.1K	Hold	2,537	–	–	﹤0.01%	996
2022 Q3	$48K	Hold	2,537	–	–	﹤0.01%	978
2022 Q2	$60K	Buy	+2,537	New	+$72.7K	﹤0.01%	843
2022 Q1	–	Sell	-2,537	Closed	-$79K	–	2295
2021 Q4	$79K	Buy	+2,537	New	+$84.8K	﹤0.01%	730

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 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

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's OFIX Position: Q2 2026 in Review

Allworth Financial increased its Orthofix Medical (OFIX) stake by 634% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,453 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

Allworth Financial first reported a position in OFIX in Q4 2021 and has held it in 12 quarters since. The position peaked at $79K in Q4 2021. 143 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

Allworth Financial held 1,453 shares of Orthofix Medical worth $13.3K as of Q2 2026.
Allworth Financial bought 1,255 Orthofix Medical shares in Q2 2026, an estimated $13.8K.
Orthofix Medical made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3525 holding.
Allworth Financial first reported a position in Orthofix Medical in Q4 2021 and has held it in 12 quarters since.
Allworth Financial's Orthofix Medical position peaked at $79K in Q4 2021.
143 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.