Covestor
OFIX icon

Covestor’s Orthofix Medical OFIX Stock Holding History

Covestor’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
Q3 		$10K Buy
1,018
+1,010
+12,625% +$10.4K 0.01% 1476
2026
Q2 		$0 Buy
+8
New +$88 ﹤0.01% 2737
2025
Q3 		– Sell
-978
Closed -$11K – 2616
2025
Q2 		$11K Buy
+978
New +$12.1K 0.01% 1542
2023
Q3 		– Sell
-23
Closed – – 2525
2023
Q2 		$0 Buy
23
+13
+130% +$243 ﹤0.01% 2485
2023
Q1 		$0 Sell
10
-100
-91% -$1.96K ﹤0.01% 2408
2022
Q4 		$2K Buy
110
+80
+267% +$1.41K ﹤0.01% 1793
2022
Q3 		$1K Buy
+30
New +$675 ﹤0.01% 1830

Other funds holding OFIX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Covestor's OFIX Position: Q3 2026 in Review

Covestor increased its Orthofix Medical (OFIX) stake by 12,625% in Q3 2026, buying an estimated $10.4K and bringing the position to 1,018 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1476.

Covestor first reported a position in OFIX in Q3 2022 and has held it in 7 quarters since. The position peaked at $11K in Q2 2025. 98 funds tracked by Wall St. Rank hold OFIX as of Q3 2026.

  • Covestor held 1,018 shares of Orthofix Medical worth $10K as of Q3 2026.
  • Covestor bought 1,010 Orthofix Medical shares in Q3 2026, an estimated $10.4K.
  • Orthofix Medical made up 0.01% of Covestor's portfolio in Q3 2026, its #1476 holding.
  • Covestor first reported a position in Orthofix Medical in Q3 2022 and has held it in 7 quarters since.
  • Covestor's Orthofix Medical position peaked at $11K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.