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Aventura Private Wealth’s Orthofix Medical OFIX Stock Holding History

Aventura Private Wealth’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 		$27 Hold
3
– – ﹤0.01% 977
2026
Q1 		$34 Hold
3
– – ﹤0.01% 893
2025
Q4 		$45 Hold
3
– – ﹤0.01% 852
2025
Q3 		$44 Buy
+3
New +$39 ﹤0.01% 800

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
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
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aventura Private Wealth's OFIX Position: Q2 2026 in Review

Aventura Private Wealth held its Orthofix Medical (OFIX) position steady in Q2 2026 at 3 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Aventura Private Wealth first reported a position in OFIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $45 in Q4 2025. 143 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Aventura Private Wealth held 3 shares of Orthofix Medical worth $27 as of Q2 2026.
  • Aventura Private Wealth left its Orthofix Medical share count unchanged in Q2 2026.
  • Orthofix Medical made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #977 holding.
  • Aventura Private Wealth first reported a position in Orthofix Medical in Q3 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Orthofix Medical position peaked at $45 in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.