EverSource Wealth Advisors’s Orion Group Holdings ORN Stock Holding History

EverSource Wealth Advisors’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 Q2	$71K	Hold	4,220	–	–	﹤0.01%	1564
2026 Q1	$46K	Buy	4,220 +10	+0.2%	+$120	﹤0.01%	1957
2025 Q4	$41.8K	Hold	4,210	–	–	﹤0.01%	1871
2025 Q3	$35K	Sell	4,210 -68	-2%	-$536	﹤0.01%	1960
2025 Q2	$38.8K	Buy	4,278 +189	+5%	+$1.42K	﹤0.01%	1789
2025 Q1	$21.4K	Buy	4,089 +37	+0.9%	+$259	﹤0.01%	1655
2024 Q4	$29.7K	Buy	4,052 +52	+1%	+$376	﹤0.01%	1423
2024 Q3	$23.1K	Buy	4,000 +450	+13%	+$3.46K	﹤0.01%	1420
2024 Q2	$29.1K	Hold	3,550	–	–	﹤0.01%	1334
2024 Q1	$25.2K	Hold	3,550	–	–	﹤0.01%	1256
2023 Q4	$17.5K	Hold	3,550	–	–	﹤0.01%	1296
2023 Q3	$19K	Hold	3,550	–	–	﹤0.01%	1143
2023 Q2	$9.98K	Hold	3,550	–	–	﹤0.01%	1439
2023 Q1	$9.2K	Hold	3,550	–	–	﹤0.01%	1405
2022 Q4	$8.45K	Hold	3,550	–	–	﹤0.01%	1394
2022 Q3	$9K	Hold	3,550	–	–	﹤0.01%	1163
2022 Q2	$8K	Hold	3,550	–	–	﹤0.01%	1121
2022 Q1	$9K	Hold	3,550	–	–	﹤0.01%	1031
2021 Q4	$13K	Buy	+3,550	New	+$15.8K	﹤0.01%	858

Other funds holding ORN

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

EverSource Wealth Advisors held its Orion Group Holdings (ORN) position steady in Q2 2026 at 4,220 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

EverSource Wealth Advisors first reported a position in ORN in Q4 2021 and has held it in 19 quarters since. 179 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

EverSource Wealth Advisors held 4,220 shares of Orion Group Holdings worth $71K as of Q2 2026.
EverSource Wealth Advisors left its Orion Group Holdings share count unchanged in Q2 2026.
Orion Group Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1564 holding.
EverSource Wealth Advisors first reported a position in Orion Group Holdings in Q4 2021 and has held it in 19 quarters since.
179 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

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