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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Orthofix Medical OFIX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-8,525
Closed -$129K – 554
2025
Q4 		$129K Hold
8,525
– – 0.04% 210
2025
Q3 		$125K Buy
+8,525
New +$112K 0.04% 192

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JIC
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OFIX Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Orthofix Medical (OFIX) in Q1 2026, closing a stake of 8,525 shares — an estimated $129K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OFIX in Q3 2025 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Orthofix Medical position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 8,525 Orthofix Medical shares in Q1 2026, an estimated $129K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Orthofix Medical in Q3 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Orthofix Medical position peaked at $129K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.