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Empirical Wealth Management’s Orthofix Medical OFIX Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-13,297
Closed -$148K – 832
2025
Q2 		$148K Buy
13,297
+3,271
+33% +$40.5K ﹤0.01% 670
2025
Q1 		$164K Buy
+10,026
New +$176K ﹤0.01% 622

Other funds holding OFIX

ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empirical Wealth Management's OFIX Position: Q3 2025 in Review

Empirical Wealth Management sold out of Orthofix Medical (OFIX) in Q3 2025, closing a stake of 13,297 shares — an estimated $148K sold.

Empirical Wealth Management first reported a position in OFIX in Q1 2025 and held it in 2 quarters. The position peaked at $164K in Q1 2025. 145 funds tracked by Wall St. Rank hold OFIX as of Q3 2025.

  • Empirical Wealth Management reported no remaining Orthofix Medical position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 13,297 Orthofix Medical shares in Q3 2025, an estimated $148K.
  • Empirical Wealth Management first reported a position in Orthofix Medical in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Orthofix Medical position peaked at $164K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.