Gleason Group’s Orion Group Holdings ORN Stock Holding History

Gleason Group’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	$43.8K	Sell	2,604 -348	-12%	-$4.81K	﹤0.01%	134
2026 Q1	$32.2K	Hold	2,952	–	–	﹤0.01%	141
2025 Q4	$29.3K	Hold	2,952	–	–	﹤0.01%	138
2025 Q3	$24.6K	Hold	2,952	–	–	﹤0.01%	136
2025 Q2	$26.8K	Hold	2,952	–	–	﹤0.01%	136
2025 Q1	$15.4K	Hold	2,952	–	–	﹤0.01%	150
2024 Q4	$21.6K	Hold	2,952	–	–	﹤0.01%	144
2024 Q3	$17K	Hold	2,952	–	–	﹤0.01%	147
2024 Q2	$28.1K	Sell	2,952 -430	-13%	-$3.8K	0.01%	150
2024 Q1	$27.7K	Hold	3,382	–	–	0.01%	136
2023 Q4	$16.7K	Hold	3,382	–	–	﹤0.01%	158
2023 Q3	$18.1K	Hold	3,382	–	–	﹤0.01%	156
2023 Q2	$9.5K	Hold	3,382	–	–	﹤0.01%	187
2023 Q1	$8.76K	Hold	3,382	–	–	﹤0.01%	184
2022 Q4	$8.05K	Hold	3,382	–	–	﹤0.01%	178
2022 Q3	$9K	Buy	3,382 +400	+13%	+$1.05K	﹤0.01%	180
2022 Q2	$7K	Buy	+2,982	New	+$7.67K	﹤0.01%	182

Other funds holding ORN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return