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GDS Wealth Management’s Orion Group Holdings ORN Stock Holding History

GDS Wealth Management’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
Q1 		$936K Hold
85,894
– – 0.06% 93
2025
Q4 		$854K Buy
85,894
+60,391
+237% +$585K 0.05% 98
2025
Q3 		$212K Sell
25,503
-25,835
-50% -$204K 0.01% 179
2025
Q2 		$466K Hold
51,338
– – 0.03% 120
2025
Q1 		$268K Hold
51,338
– – 0.02% 146
2024
Q4 		$376K Hold
51,338
– – 0.03% 131
2024
Q3 		$296K Hold
51,338
– – 0.03% 136
2024
Q2 		$488K Buy
51,338
+4,000
+8% +$35.4K 0.05% 84
2024
Q1 		$388K Hold
47,338
– – 0.05% 102
2023
Q4 		$234K Hold
47,338
– – 0.03% 116
2023
Q3 		$254K Buy
+47,338
New +$187K 0.04% 107

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

GDS Wealth Management's ORN Position: Q1 2026 in Review

GDS Wealth Management held its Orion Group Holdings (ORN) position steady in Q1 2026 at 85,894 shares worth $936K. The position accounts for 0.06% of the portfolio, ranked #93.

GDS Wealth Management first reported a position in ORN in Q3 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold ORN as of Q1 2026.

  • GDS Wealth Management held 85,894 shares of Orion Group Holdings worth $936K as of Q1 2026.
  • GDS Wealth Management left its Orion Group Holdings share count unchanged in Q1 2026.
  • Orion Group Holdings made up 0.06% of GDS Wealth Management's portfolio in Q1 2026, its #93 holding.
  • GDS Wealth Management first reported a position in Orion Group Holdings in Q3 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held Orion Group Holdings as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.