EverSource Wealth Advisors’s Orthofix Medical OFIX Stock Holding History

EverSource Wealth Advisors’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	$5.45K	Sell	596 -356	-37%	-$3.92K	﹤0.01%	3245
2026 Q1	$10.9K	Sell	952 -123	-11%	-$1.62K	﹤0.01%	2868
2025 Q4	$16.3K	Sell	1,075 -127	-11%	-$1.94K	﹤0.01%	2520
2025 Q3	$17.6K	Buy	1,202 +294	+32%	+$3.86K	﹤0.01%	2457
2025 Q2	$10.1K	Buy	908 +795	+704%	+$9.85K	﹤0.01%	2798
2025 Q1	$1.84K	Buy	113 +94	+495%	+$1.65K	﹤0.01%	2961
2024 Q4	$332	Buy	+19	New	+$330	﹤0.01%	3316
2023 Q4	–	Sell	-58	Closed	-$746	–	2714
2023 Q3	$746	Buy	+58	New	+$1.04K	﹤0.01%	2316
2023 Q1	–	Sell	-49	Closed	-$1.01K	–	2485
2022 Q4	$1.01K	Sell	49 -469	-91%	-$8.27K	﹤0.01%	2085
2022 Q3	$10K	Buy	+518	New	+$11.6K	﹤0.01%	1141
2022 Q2	–	Sell	-242	Closed	-$8K	–	1840
2022 Q1	$8K	Buy	+242	New	+$7.78K	﹤0.01%	1087

Other funds holding OFIX

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's OFIX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Orthofix Medical (OFIX) stake by 37% in Q2 2026, selling an estimated $3.92K and leaving 596 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

EverSource Wealth Advisors first reported a position in OFIX in Q1 2022 and has held it in 11 quarters since. The position peaked at $17.6K in Q3 2025. 143 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

EverSource Wealth Advisors held 596 shares of Orthofix Medical worth $5.45K as of Q2 2026.
EverSource Wealth Advisors sold 356 Orthofix Medical shares in Q2 2026, an estimated $3.92K.
Orthofix Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3245 holding.
EverSource Wealth Advisors first reported a position in Orthofix Medical in Q1 2022 and has held it in 11 quarters since.
EverSource Wealth Advisors's Orthofix Medical position peaked at $17.6K in Q3 2025.
143 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.