Atlantic Edge Private Wealth Management’s OR Royalties Inc OR Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5K	Hold	900	–	–	0.01%	304
2026 Q1	$34.2K	Hold	900	–	–	0.01%	272
2025 Q4	$31.9K	Hold	900	–	–	0.01%	269
2025 Q3	$36.1K	Hold	900	–	–	0.01%	241
2025 Q2	$23.1K	Hold	900	–	–	0.01%	284
2025 Q1	$19K	Hold	900	–	–	0.01%	289
2024 Q4	$16.3K	Hold	900	–	–	0.01%	295
2024 Q3	$16.7K	Hold	900	–	–	0.01%	291
2024 Q2	$14K	Hold	900	–	–	﹤0.01%	287
2024 Q1	$14.8K	Hold	900	–	–	0.01%	280
2023 Q4	$12.9K	Buy	+900	New	+$11.8K	0.01%	277

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlantic Edge Private Wealth Management's OR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its OR Royalties Inc (OR) position steady in Q2 2026 at 900 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #304.

Atlantic Edge Private Wealth Management first reported a position in OR in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1K in Q3 2025. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

Atlantic Edge Private Wealth Management held 900 shares of OR Royalties Inc worth $28.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its OR Royalties Inc share count unchanged in Q2 2026.
OR Royalties Inc made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #304 holding.
Atlantic Edge Private Wealth Management first reported a position in OR Royalties Inc in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's OR Royalties Inc position peaked at $36.1K in Q3 2025.
245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.