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IFP Advisors’s Orchestra BioMed OBIO Stock Holding History

IFP 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
Q1 		$420K Buy
98,887
+12,189
+14% +$51.9K 0.01% 1040
2025
Q4 		$360K Hold
86,698
– – 0.01% 1070
2025
Q3 		$215K Buy
86,698
+1,340
+2% +$3.7K 0.01% 1247
2025
Q2 		$229K Sell
85,358
-76,563
-47% -$223K 0.01% 1206
2025
Q1 		$693K Buy
161,921
+83,481
+106% +$415K 0.02% 658
2024
Q4 		$314K Sell
78,440
-749
-0.9% -$4.02K 0.01% 921
2024
Q3 		$407K Buy
79,189
+4,081
+5% +$26.7K 0.01% 772
2024
Q2 		$612K Buy
75,108
+15,986
+27% +$92.6K 0.02% 592
2024
Q1 		$312K Buy
59,122
+54,992
+1,332% +$373K 0.01% 784
2023
Q4 		$37.7K Hold
4,130
– – ﹤0.01% 1654
2023
Q3 		$36K Hold
4,130
– – ﹤0.01% 1691
2023
Q2 		$28.9K Sell
4,130
-808
-16% -$12.3K ﹤0.01% 1845
2023
Q1 		$56.6K Buy
+4,938
New +$57.2K ﹤0.01% 1516

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP Advisors's OBIO Position: Q1 2026 in Review

IFP Advisors increased its Orchestra BioMed (OBIO) stake by 14% in Q1 2026, buying an estimated $51.9K and bringing the position to 98,887 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1040.

IFP Advisors first reported a position in OBIO in Q1 2023 and has held it in 13 quarters since. The position peaked at $693K in Q1 2025. 65 funds tracked by Wall St. Rank hold OBIO as of Q1 2026.

  • IFP Advisors held 98,887 shares of Orchestra BioMed worth $420K as of Q1 2026.
  • IFP Advisors bought 12,189 Orchestra BioMed shares in Q1 2026, an estimated $51.9K.
  • Orchestra BioMed made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #1040 holding.
  • IFP Advisors first reported a position in Orchestra BioMed in Q1 2023 and has held it in 13 quarters since.
  • IFP Advisors's Orchestra BioMed position peaked at $693K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Orchestra BioMed as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.