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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
Q2 		$387K Sell
89,608
-9,279
-9% -$37.9K 0.01% 1164
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 $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
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

IFP Advisors's OBIO Position: Q2 2026 in Review

IFP Advisors reduced its Orchestra BioMed (OBIO) stake by 9.4% in Q2 2026, selling an estimated $37.9K and leaving 89,608 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #1164.

IFP Advisors first reported a position in OBIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $693K in Q1 2025. 77 funds tracked by Wall St. Rank hold OBIO as of Q2 2026.

  • IFP Advisors held 89,608 shares of Orchestra BioMed worth $387K as of Q2 2026.
  • IFP Advisors sold 9,279 Orchestra BioMed shares in Q2 2026, an estimated $37.9K.
  • Orchestra BioMed made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1164 holding.
  • IFP Advisors first reported a position in Orchestra BioMed in Q1 2023 and has held it in 14 quarters since.
  • IFP Advisors's Orchestra BioMed position peaked at $693K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.