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 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 $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 New York $5.72T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's OFIX Position: Q1 2026 in Review

Allworth Financial reduced its Orthofix Medical (OFIX) stake by 16% in Q1 2026, selling an estimated $489 and leaving 198 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

Allworth Financial first reported a position in OFIX in Q4 2021 and has held it in 11 quarters since. The position peaked at $79K in Q4 2021. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

Allworth Financial held 198 shares of Orthofix Medical worth $2.27K as of Q1 2026.
Allworth Financial sold 37 Orthofix Medical shares in Q1 2026, an estimated $489.
Orthofix Medical made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4313 holding.
Allworth Financial first reported a position in Orthofix Medical in Q4 2021 and has held it in 11 quarters since.
Allworth Financial's Orthofix Medical position peaked at $79K in Q4 2021.
147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.