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 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 $828M AUM 6.49% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's OFIX Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Orthofix Medical (OFIX) stake by 11% in Q1 2026, selling an estimated $1.62K and leaving 952 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

EverSource Wealth Advisors first reported a position in OFIX in Q1 2022 and has held it in 10 quarters since. The position peaked at $17.6K in Q3 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

EverSource Wealth Advisors held 952 shares of Orthofix Medical worth $10.9K as of Q1 2026.
EverSource Wealth Advisors sold 123 Orthofix Medical shares in Q1 2026, an estimated $1.62K.
Orthofix Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2868 holding.
EverSource Wealth Advisors first reported a position in Orthofix Medical in Q1 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's Orthofix Medical position peaked at $17.6K in Q3 2025.
147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.