Blue Bell Private Wealth Management’s ODP ODP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ODP Stock Details ODP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-44	Closed	-$1.23K	–	751
2025 Q3	$1.23K	Sell	44 -116	-73%	-$2.38K	﹤0.01%	669
2025 Q2	$2.9K	Buy	160 +116	+264%	+$1.82K	﹤0.01%	613
2025 Q1	$631	Hold	44	–	–	﹤0.01%	690
2024 Q4	$1K	Hold	44	–	–	﹤0.01%	624
2024 Q3	$1.31K	Hold	44	–	–	﹤0.01%	633
2024 Q2	$1.73K	Hold	44	–	–	﹤0.01%	630
2024 Q1	$2.33K	Hold	44	–	–	﹤0.01%	626
2023 Q4	$2.48K	Hold	44	–	–	﹤0.01%	611
2023 Q3	$2.03K	Hold	44	–	–	﹤0.01%	570
2023 Q2	$2.06K	Hold	44	–	–	﹤0.01%	581
2023 Q1	$1.98K	Hold	44	–	–	﹤0.01%	548
2022 Q4	$2K	Hold	44	–	–	﹤0.01%	563
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	609
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	747
2022 Q1	$2K	Buy	+44	New	+$1.93K	﹤0.01%	703

Other funds holding ODP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Blue Bell Private Wealth Management's ODP Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of ODP (ODP) in Q4 2025, closing a stake of 44 shares — an estimated $1.23K sold.

Blue Bell Private Wealth Management first reported a position in ODP in Q1 2022 and held it in 15 quarters. The position peaked at $2.9K in Q2 2025. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 44 ODP shares in Q4 2025, an estimated $1.23K.
Blue Bell Private Wealth Management first reported a position in ODP in Q1 2022 and held it in 15 quarters.
Blue Bell Private Wealth Management's ODP position peaked at $2.9K in Q2 2025.
2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.