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Gradient Capital Advisors’s Orthofix Medical OFIX Stock Holding History

Gradient Capital Advisors’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
Q2 		– Sell
-10,004
Closed -$115K – 183
2026
Q1 		$115K Sell
10,004
-4,998
-33% -$66K 0.03% 175
2025
Q4 		$227K Sell
15,002
-4,998
-25% -$76.3K 0.06% 164
2025
Q3 		$293K Hold
20,000
– – 0.08% 135
2025
Q2 		$223K Buy
+20,000
New +$248K 0.07% 151

Other funds holding OFIX

ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gradient Capital Advisors's OFIX Position: Q2 2026 in Review

Gradient Capital Advisors sold out of Orthofix Medical (OFIX) in Q2 2026, closing a stake of 10,004 shares — an estimated $115K sold.

Gradient Capital Advisors first reported a position in OFIX in Q2 2025 and held it in 4 quarters. The position peaked at $293K in Q3 2025. 144 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Gradient Capital Advisors reported no remaining Orthofix Medical position as of Q2 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 10,004 Orthofix Medical shares in Q2 2026, an estimated $115K.
  • Gradient Capital Advisors first reported a position in Orthofix Medical in Q2 2025 and held it in 4 quarters.
  • Gradient Capital Advisors's Orthofix Medical position peaked at $293K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.