Key Financial Inc’s Orthofix Medical OFIX Stock Holding History

Key Financial Inc’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
2025 Q3	–	Sell	-1,000	Closed	-$11.2K	–	1486
2025 Q2	$11.2K	Buy	+1,000	New	+$12.4K	﹤0.01%	822

Other funds holding OFIX

ECM

Engine Capital Management New York $1.03B AUM 4.33% 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 New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's OFIX Position: Q3 2025 in Review

Key Financial Inc sold out of Orthofix Medical (OFIX) in Q3 2025, closing a stake of 1,000 shares — an estimated $11.2K sold.

Key Financial Inc first reported a position in OFIX in Q2 2025 and held it in 1 quarter. The position peaked at $11.2K in Q2 2025. 145 funds tracked by Wall St. Rank hold OFIX as of Q3 2025.

Key Financial Inc reported no remaining Orthofix Medical position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 1,000 Orthofix Medical shares in Q3 2025, an estimated $11.2K.
Key Financial Inc first reported a position in Orthofix Medical in Q2 2025 and held it in 1 quarter.
Key Financial Inc's Orthofix Medical position peaked at $11.2K in Q2 2025.
145 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.