Diversified Trust’s Orthofix Medical OFIX Stock Holding History

Diversified Trust’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	–	Sell	-10,483	Closed	-$120K	–	1177
2026 Q1	$120K	Hold	10,483	–	–	﹤0.01%	1003
2025 Q4	$159K	Buy	+10,483	New	+$160K	﹤0.01%	989
2023 Q1	–	Sell	-11,694	Closed	-$240K	–	896
2022 Q4	$240K	Buy	+11,694	New	+$206K	0.01%	670
2022 Q1	–	Sell	-10,231	Closed	-$318K	–	859
2021 Q4	$318K	Buy	10,231 +2,485	+32%	+$83.1K	0.01%	610
2021 Q3	$295K	Buy	+7,746	New	+$308K	0.01%	600

Other funds holding OFIX

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Trust's OFIX Position: Q2 2026 in Review

Diversified Trust sold out of Orthofix Medical (OFIX) in Q2 2026, closing a stake of 10,483 shares — an estimated $120K sold.

Diversified Trust first reported a position in OFIX in Q3 2021 and held it in 5 quarters. The position peaked at $318K in Q4 2021. 17 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

Diversified Trust reported no remaining Orthofix Medical position as of Q2 2026 after selling out during the quarter.
Diversified Trust sold 10,483 Orthofix Medical shares in Q2 2026, an estimated $120K.
Diversified Trust first reported a position in Orthofix Medical in Q3 2021 and held it in 5 quarters.
Diversified Trust's Orthofix Medical position peaked at $318K in Q4 2021.
17 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.