EWA
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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 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. 25 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.
  • 25 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.