Essential Partners’s Orion Group Holdings ORN Stock Holding History

Essential Partners’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 Q3	$1.45K	Hold	169	–	–	﹤0.01%	2045
2026 Q2	$2.84K	Sell	169 -1,275	-88%	-$17.6K	﹤0.01%	1817
2026 Q1	$15.7K	Hold	1,444	–	–	0.01%	1026
2025 Q4	$14.4K	Hold	1,444	–	–	﹤0.01%	1033
2025 Q3	$12K	Sell	1,444 -1	-0.1%	-$8	﹤0.01%	1090
2025 Q2	$13.1K	Buy	+1,445	New	+$10.8K	0.01%	776

Other funds holding ORN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's ORN Position: Q3 2026 in Review

Essential Partners held its Orion Group Holdings (ORN) position steady in Q3 2026 at 169 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Essential Partners first reported a position in ORN in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q1 2026. 10 funds tracked by Wall St. Rank hold ORN as of Q3 2026.

Essential Partners held 169 shares of Orion Group Holdings worth $1.45K as of Q3 2026.
Essential Partners left its Orion Group Holdings share count unchanged in Q3 2026.
Orion Group Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2045 holding.
Essential Partners first reported a position in Orion Group Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Orion Group Holdings position peaked at $15.7K in Q1 2026.
10 funds tracked by Wall St. Rank held Orion Group Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.