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Avidian Wealth Enterprises’s Old Republic International ORI Stock Holding History

Avidian Wealth Enterprises’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$870K Sell
21,262
-2,171
-9% -$86K 0.02% 352
2026
Q1 		$935K Buy
23,433
+1,908
+9% +$78.4K 0.03% 299
2025
Q4 		$982K Buy
21,525
+4,121
+24% +$179K 0.04% 229
2025
Q3 		$739K Buy
17,404
+6,408
+58% +$247K 0.03% 281
2025
Q2 		$423K Buy
10,996
+374
+4% +$14.1K 0.02% 373
2025
Q1 		$417K Buy
10,622
+142
+1% +$5.21K 0.02% 348
2024
Q4 		$379K Sell
10,480
-2,581
-20% -$94.2K 0.02% 351
2024
Q3 		$463K Hold
13,061
– – 0.02% 308
2024
Q2 		$404K Hold
13,061
– – 0.02% 327
2024
Q1 		$401K Sell
13,061
-150
-1% -$4.36K 0.02% 302
2023
Q4 		$388K Hold
13,211
– – 0.02% 302
2023
Q3 		$356K Hold
13,211
– – 0.03% 305
2023
Q2 		$333K Buy
13,211
+4,976
+60% +$125K 0.02% 325
2023
Q1 		$206K Buy
+8,235
New +$207K 0.01% 447
2022
Q3 		– Sell
-9,019
Closed -$202K – 452
2022
Q2 		$202K Sell
9,019
-1,414
-14% -$32.7K 0.01% 421
2022
Q1 		$270K Buy
10,433
+1
+0% +$26 0.02% 411
2021
Q4 		$256K Buy
+10,432
New +$259K 0.02% 443
2016
Q3 		– Sell
-19,967
Closed -$385K – 91
2016
Q2 		$385K Buy
+19,967
New +$373K 0.14% 36

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avidian Wealth Enterprises's ORI Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Old Republic International (ORI) stake by 9.3% in Q2 2026, selling an estimated $86K and leaving 21,262 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #352.

Avidian Wealth Enterprises first reported a position in ORI in Q2 2016 and has held it in 18 quarters since. The position peaked at $982K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Avidian Wealth Enterprises held 21,262 shares of Old Republic International worth $870K as of Q2 2026.
  • Avidian Wealth Enterprises sold 2,171 Old Republic International shares in Q2 2026, an estimated $86K.
  • Old Republic International made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #352 holding.
  • Avidian Wealth Enterprises first reported a position in Old Republic International in Q2 2016 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's Old Republic International position peaked at $982K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.