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Clearstead Advisors’s Orthofix Medical OFIX Stock Holding History

Clearstead Advisors’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 		$650 Buy
+71
New +$783 ﹤0.01% 2842
2025
Q4 		– Sell
-99
Closed -$1.45K – 3101
2025
Q3 		$1.45K Buy
+99
New +$1.3K ﹤0.01% 2546

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's OFIX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Orthofix Medical (OFIX) in Q2 2026: 71 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OFIX as recently as Q3 2025.

Clearstead Advisors first reported a position in OFIX in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.45K in Q3 2025. 46 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Clearstead Advisors held 71 shares of Orthofix Medical worth $650 as of Q2 2026.
  • Orthofix Medical was a new Clearstead Advisors position in Q2 2026.
  • Orthofix Medical made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2842 holding.
  • Clearstead Advisors first reported a position in Orthofix Medical in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Orthofix Medical position peaked at $1.45K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.