CWC
ORAN

Carolinas Wealth Consulting’s Orange ORAN Stock Holding History

Carolinas Wealth Consulting’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-249
Closed -$2.45K – 1109
2024
Q4 		$2.45K Hold
249
– – ﹤0.01% 783
2024
Q3 		$2.86K Buy
249
+96
+63% +$1.09K ﹤0.01% 755
2024
Q2 		$1.53K Buy
153
+46
+43% +$512 ﹤0.01% 846
2024
Q1 		$1.26K Buy
+107
New +$1.25K ﹤0.01% 858

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Carolinas Wealth Consulting's ORAN Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Orange (ORAN) in Q1 2025, closing a stake of 249 shares — an estimated $2.45K sold.

Carolinas Wealth Consulting first reported a position in ORAN in Q1 2024 and held it in 4 quarters. The position peaked at $2.86K in Q3 2024. 15 funds tracked by Wall St. Rank hold ORAN as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Orange position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 249 Orange shares in Q1 2025, an estimated $2.45K.
  • Carolinas Wealth Consulting first reported a position in Orange in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Orange position peaked at $2.86K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Orange as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.