HighTower Advisors’s Orchestra BioMed OBIO Stock Holding History

HighTower Advisors’s Portfolio OBIO Stock Details OBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Buy	35,375 +17,100	+94%	+$69.9K	﹤0.01%	3590
2026 Q1	$77.7K	Hold	18,275	–	–	﹤0.01%	3665
2025 Q4	$75.8K	Hold	18,275	–	–	﹤0.01%	3543
2025 Q3	$45.3K	Sell	18,275 -48,225	-73%	-$133K	﹤0.01%	3618
2025 Q2	$178K	Buy	66,500 +5,500	+9%	+$16.1K	﹤0.01%	3331
2025 Q1	$261K	Sell	61,000 -7,500	-11%	-$37.3K	﹤0.01%	2982
2024 Q4	$274K	Buy	68,500 +17,500	+34%	+$94K	﹤0.01%	2952
2024 Q3	$263K	Hold	51,000	–	–	﹤0.01%	2910
2024 Q2	$416K	Sell	51,000 -2,000	-4%	-$11.6K	﹤0.01%	2454
2024 Q1	$280K	Buy	53,000 +37,000	+231%	+$251K	﹤0.01%	2732
2023 Q4	$146K	Buy	16,000 +3,500	+28%	+$23.9K	﹤0.01%	3099
2023 Q3	$109K	Buy	+12,500	New	+$84K	﹤0.01%	3083

Other funds holding OBIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

YIH

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HighTower Advisors's OBIO Position: Q2 2026 in Review

HighTower Advisors increased its Orchestra BioMed (OBIO) stake by 94% in Q2 2026, buying an estimated $69.9K and bringing the position to 35,375 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

HighTower Advisors first reported a position in OBIO in Q3 2023 and has held it in 12 quarters since. The position peaked at $416K in Q2 2024. 25 funds tracked by Wall St. Rank hold OBIO as of Q2 2026.

HighTower Advisors held 35,375 shares of Orchestra BioMed worth $153K as of Q2 2026.
HighTower Advisors bought 17,100 Orchestra BioMed shares in Q2 2026, an estimated $69.9K.
Orchestra BioMed made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3590 holding.
HighTower Advisors first reported a position in Orchestra BioMed in Q3 2023 and has held it in 12 quarters since.
HighTower Advisors's Orchestra BioMed position peaked at $416K in Q2 2024.
25 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.