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Integrated Wealth Concepts’s Orion Group Holdings ORN Stock Holding History

Integrated Wealth Concepts’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 		$7.87K Buy
+468
New +$6.47K ﹤0.01% 4709

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Integrated Wealth Concepts's ORN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Orion Group Holdings (ORN) in Q2 2026: 468 shares worth $7.87K. The stake represents ﹤0.01% of the portfolio and ranks #4709 among its holdings.

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

  • Integrated Wealth Concepts held 468 shares of Orion Group Holdings worth $7.87K as of Q2 2026.
  • Orion Group Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Orion Group Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4709 holding.
  • 180 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.