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 Q3	$292K	Hold	51,595	–	–	0.13%	67
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

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Holos Integrated Wealth's OBIO Position: Q3 2026 in Review

Holos Integrated Wealth held its Orchestra BioMed (OBIO) position steady in Q3 2026 at 51,595 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #67.

Holos Integrated Wealth first reported a position in OBIO in Q4 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold OBIO as of Q3 2026.

Holos Integrated Wealth held 51,595 shares of Orchestra BioMed worth $292K as of Q3 2026.
Holos Integrated Wealth left its Orchestra BioMed share count unchanged in Q3 2026.
Orchestra BioMed made up 0.13% of Holos Integrated Wealth's portfolio in Q3 2026, its #67 holding.
Holos Integrated Wealth first reported a position in Orchestra BioMed in Q4 2024 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.