Envestnet Asset Management
OR icon

Envestnet Asset Management’s OR Royalties Inc OR Stock Holding History

Envestnet Asset Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,689
Closed -$228K – 4611
2025
Q3 		$228K Buy
+5,689
New +$178K ﹤0.01% 4255

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Envestnet Asset Management's OR Position: Q4 2025 in Review

Envestnet Asset Management sold out of OR Royalties Inc (OR) in Q4 2025, closing a stake of 5,689 shares — an estimated $228K sold.

Envestnet Asset Management first reported a position in OR in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 222 funds tracked by Wall St. Rank hold OR as of Q4 2025.

  • Envestnet Asset Management reported no remaining OR Royalties Inc position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 5,689 OR Royalties Inc shares in Q4 2025, an estimated $228K.
  • Envestnet Asset Management first reported a position in OR Royalties Inc in Q3 2025 and held it in 1 quarter.
  • Envestnet Asset Management's OR Royalties Inc position peaked at $228K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held OR Royalties Inc as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.