IFWM
ORN icon

Institute for Wealth Management’s Orion Group Holdings ORN Stock Holding History

Institute for Wealth Management’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86K Buy
+170
New +$2.35K ﹤0.01% 1540

Other funds holding ORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's ORN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Orion Group Holdings (ORN) in Q2 2026: 170 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings.

70 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • Institute for Wealth Management held 170 shares of Orion Group Holdings worth $2.86K as of Q2 2026.
  • Orion Group Holdings was a new Institute for Wealth Management position in Q2 2026.
  • Orion Group Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1540 holding.
  • 70 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.