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Kestra Advisory Services’s Orthofix Medical OFIX Stock Holding History

Kestra Advisory Services’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,667
Closed -$55.6K – 3998
2025
Q4 		$55.6K Buy
+3,667
New +$56K ﹤0.01% 3863

Other funds holding OFIX

ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kestra Advisory Services's OFIX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Orthofix Medical (OFIX) in Q1 2026, closing a stake of 3,667 shares — an estimated $55.6K sold.

Kestra Advisory Services first reported a position in OFIX in Q4 2025 and held it in 1 quarter. The position peaked at $55.6K in Q4 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Orthofix Medical position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,667 Orthofix Medical shares in Q1 2026, an estimated $55.6K.
  • Kestra Advisory Services first reported a position in Orthofix Medical in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Orthofix Medical position peaked at $55.6K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.