Atria Investments
ORN icon

Atria Investments’s Orion Group Holdings ORN Stock Holding History

Atria Investments’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$473K Buy
55,349
+14,215
+35% +$150K ﹤0.01% 1610
2026
Q2 		$692K Buy
41,134
+9,411
+30% +$130K 0.01% 1330
2026
Q1 		$346K Sell
31,723
-6,640
-17% -$79.5K ﹤0.01% 1662
2025
Q4 		$381K Sell
38,363
-2,774
-7% -$26.9K ﹤0.01% 1602
2025
Q3 		$342K Sell
41,137
-9,427
-19% -$74.3K ﹤0.01% 1646
2025
Q2 		$459K Sell
50,564
-23,953
-32% -$180K 0.01% 1466
2025
Q1 		$390K Buy
74,517
+13,495
+22% +$94.4K 0.01% 1480
2024
Q4 		$447K Buy
61,022
+11,724
+24% +$84.8K 0.01% 1378
2024
Q3 		$284K Buy
49,298
+6,285
+15% +$48.4K ﹤0.01% 1640
2024
Q2 		$409K Buy
+43,013
New +$380K 0.01% 1410

Other funds holding ORN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Atria Investments's ORN Position: Q3 2026 in Review

Atria Investments increased its Orion Group Holdings (ORN) stake by 35% in Q3 2026, buying an estimated $150K and bringing the position to 55,349 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Atria Investments first reported a position in ORN in Q2 2024 and has held it in 10 quarters since. The position peaked at $692K in Q2 2026. 13 funds tracked by Wall St. Rank hold ORN as of Q3 2026.

  • Atria Investments held 55,349 shares of Orion Group Holdings worth $473K as of Q3 2026.
  • Atria Investments bought 14,215 Orion Group Holdings shares in Q3 2026, an estimated $150K.
  • Orion Group Holdings made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1610 holding.
  • Atria Investments first reported a position in Orion Group Holdings in Q2 2024 and has held it in 10 quarters since.
  • Atria Investments's Orion Group Holdings position peaked at $692K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Orion Group Holdings as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.