KWM
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Kiker Wealth Management’s OR Royalties Inc OR Stock Holding History

Kiker Wealth Management’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-700
Closed -$18K – 520
2025
Q2 		$18K Buy
700
+500
+250% +$12K 0.01% 301
2025
Q1 		$4.22K Buy
+200
New +$3.84K ﹤0.01% 475

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T. Rowe Price Associates
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kiker Wealth Management's OR Position: Q3 2025 in Review

Kiker Wealth Management sold out of OR Royalties Inc (OR) in Q3 2025, closing a stake of 700 shares — an estimated $18K sold.

Kiker Wealth Management first reported a position in OR in Q1 2025 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 207 funds tracked by Wall St. Rank hold OR as of Q3 2025.

  • Kiker Wealth Management reported no remaining OR Royalties Inc position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 700 OR Royalties Inc shares in Q3 2025, an estimated $18K.
  • Kiker Wealth Management first reported a position in OR Royalties Inc in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's OR Royalties Inc position peaked at $18K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.