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Holos Integrated Wealth’s Orchestra BioMed OBIO Stock Holding History

Holos Integrated Wealth’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 		$204K Hold
51,595
– – 0.1% 84
2026
Q1 		$220K Hold
51,595
– – 0.11% 75
2025
Q4 		$222K Hold
51,595
– – 0.12% 64
2025
Q3 		$163K Hold
51,595
– – 0.1% 72
2025
Q2 		$140K Hold
51,595
– – 0.08% 74
2025
Q1 		$221K Hold
51,595
– – 0.14% 59
2024
Q4 		$206K Buy
+51,595
New +$277K 0.14% 56

Other funds holding OBIO

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Holos Integrated Wealth's OBIO Position: Q2 2026 in Review

Holos Integrated Wealth held its Orchestra BioMed (OBIO) position steady in Q2 2026 at 51,595 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #84.

Holos Integrated Wealth first reported a position in OBIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $222K in Q4 2025. 10 funds tracked by Wall St. Rank hold OBIO as of Q2 2026.

  • Holos Integrated Wealth held 51,595 shares of Orchestra BioMed worth $204K as of Q2 2026.
  • Holos Integrated Wealth left its Orchestra BioMed share count unchanged in Q2 2026.
  • Orchestra BioMed made up 0.1% of Holos Integrated Wealth's portfolio in Q2 2026, its #84 holding.
  • Holos Integrated Wealth first reported a position in Orchestra BioMed in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Orchestra BioMed position peaked at $222K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.