Clearstead Advisors’s OR Royalties Inc OR Stock Holding History

Clearstead Advisors’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.9K	Buy	+662	New	+$24.4K	﹤0.01%	1779
2025 Q2	–	Sell	-54	Closed	-$1.14K	–	2835
2025 Q1	$1.14K	Hold	54	–	–	﹤0.01%	1977
2024 Q4	$978	Hold	54	–	–	﹤0.01%	1924
2024 Q3	$1K	Hold	54	–	–	﹤0.01%	1919
2024 Q2	$842	Hold	54	–	–	﹤0.01%	1910
2024 Q1	$870	Hold	54	–	–	﹤0.01%	1419
2023 Q4	$772	Hold	54	–	–	﹤0.01%	1429
2023 Q3	$635	Hold	54	–	–	﹤0.01%	1401
2023 Q2	$831	Hold	54	–	–	﹤0.01%	1268
2023 Q1	$855	Buy	+54	New	+$728	﹤0.01%	1257

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's OR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OR Royalties Inc (OR) in Q2 2026: 662 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OR as recently as Q1 2025.

Clearstead Advisors first reported a position in OR in Q1 2023 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

Clearstead Advisors held 662 shares of OR Royalties Inc worth $20.9K as of Q2 2026.
OR Royalties Inc was a new Clearstead Advisors position in Q2 2026.
OR Royalties Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1779 holding.
Clearstead Advisors first reported a position in OR Royalties Inc in Q1 2023 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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