Creative Planning
OFIX icon

Creative Planning’s Orthofix Medical OFIX Stock Holding History

Creative Planning’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
Q1 		$1.03M Buy
89,734
+77,008
+605% +$1.02M ﹤0.01% 2430
2025
Q4 		$193K Buy
12,726
+961
+8% +$14.7K ﹤0.01% 3566
2025
Q3 		$172K Buy
+11,765
New +$154K ﹤0.01% 3542
2023
Q4 		– Sell
-750
Closed -$9.64K – 2986
2023
Q3 		$9.64K Buy
+750
New +$13.5K ﹤0.01% 2657
2014
Q1 		– Sell
-31
Closed -$1K – 3717
2013
Q4 		$1K Sell
31
-60
-66% -$1.25K ﹤0.01% 3220
2013
Q3 		$2K Hold
91
– – ﹤0.01% 2993
2013
Q2 		$2K Buy
+91
New +$2.73K ﹤0.01% 2833

Other funds holding OFIX

ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's OFIX Position: Q1 2026 in Review

Creative Planning increased its Orthofix Medical (OFIX) stake by 605% in Q1 2026, buying an estimated $1.02M and bringing the position to 89,734 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Creative Planning first reported a position in OFIX in Q2 2013 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • Creative Planning held 89,734 shares of Orthofix Medical worth $1.03M as of Q1 2026.
  • Creative Planning bought 77,008 Orthofix Medical shares in Q1 2026, an estimated $1.02M.
  • Orthofix Medical made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2430 holding.
  • Creative Planning first reported a position in Orthofix Medical in Q2 2013 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.