Creative Planning
ORN icon

Creative Planning’s Orion Group Holdings ORN Stock Holding History

Creative Planning’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$421K Buy
38,581
+2,867
+8% +$34.3K ﹤0.01% 3161
2025
Q4 		$355K Buy
35,714
+19,994
+127% +$194K ﹤0.01% 3125
2025
Q3 		$131K Sell
15,720
-6,546
-29% -$51.6K ﹤0.01% 3624
2025
Q2 		$202K Buy
+22,266
New +$167K ﹤0.01% 3212
2025
Q1 		– Sell
-2,910
Closed -$21.3K – 3659
2024
Q4 		$21.3K Buy
+2,910
New +$21K ﹤0.01% 3335
2013
Q4 		– Sell
-1,000
Closed -$10K – 3417
2013
Q3 		$10K Sell
1,000
-4,000
-80% -$44.2K ﹤0.01% 2466
2013
Q2 		$60K Buy
+5,000
New +$53.5K ﹤0.01% 1279

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Creative Planning's ORN Position: Q1 2026 in Review

Creative Planning increased its Orion Group Holdings (ORN) stake by 8% in Q1 2026, buying an estimated $34.3K and bringing the position to 38,581 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Creative Planning first reported a position in ORN in Q2 2013 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold ORN as of Q1 2026.

  • Creative Planning held 38,581 shares of Orion Group Holdings worth $421K as of Q1 2026.
  • Creative Planning bought 2,867 Orion Group Holdings shares in Q1 2026, an estimated $34.3K.
  • Orion Group Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3161 holding.
  • Creative Planning first reported a position in Orion Group Holdings in Q2 2013 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Orion Group Holdings as of Q1 2026.

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