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 Q2	$127K	Sell	13,911 -75,823	-84%	-$836K	﹤0.01%	3997
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 $1.03B AUM 4.33% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's OFIX Position: Q2 2026 in Review

Creative Planning reduced its Orthofix Medical (OFIX) stake by 84% in Q2 2026, selling an estimated $836K and leaving 13,911 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3997.

Creative Planning first reported a position in OFIX in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2026. 144 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

Creative Planning held 13,911 shares of Orthofix Medical worth $127K as of Q2 2026.
Creative Planning sold 75,823 Orthofix Medical shares in Q2 2026, an estimated $836K.
Orthofix Medical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3997 holding.
Creative Planning first reported a position in Orthofix Medical in Q2 2013 and has held it in 8 quarters since.
Creative Planning's Orthofix Medical position peaked at $1.03M in Q1 2026.
144 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.