Essential Partners’s Orchestra BioMed OBIO Stock Holding History

Essential Partners’s Portfolio OBIO Stock Details OBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$11	–	2751
2025 Q2	$11	Buy	+4	New	+$12	﹤0.01%	2247

Other funds holding OBIO

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Essential Partners's OBIO Position: Q3 2025 in Review

Essential Partners sold out of Orchestra BioMed (OBIO) in Q3 2025, closing a stake of 4 shares — an estimated $11 sold.

Essential Partners first reported a position in OBIO in Q2 2025 and held it in 1 quarter. The position peaked at $11 in Q2 2025. 52 funds tracked by Wall St. Rank hold OBIO as of Q3 2025.

Essential Partners reported no remaining Orchestra BioMed position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 4 Orchestra BioMed shares in Q3 2025, an estimated $11.
Essential Partners first reported a position in Orchestra BioMed in Q2 2025 and held it in 1 quarter.
Essential Partners's Orchestra BioMed position peaked at $11 in Q2 2025.
52 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.