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Larson Financial Group’s Orchestra BioMed OBIO Stock Holding History

Larson Financial Group’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,983
Closed -$5.31K – 3585
2025
Q2 		$5.31K Buy
1,983
+152
+8% +$444 ﹤0.01% 2054
2025
Q1 		$7.84K Buy
+1,831
New +$9.1K ﹤0.01% 1724

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Larson Financial Group's OBIO Position: Q3 2025 in Review

Larson Financial Group sold out of Orchestra BioMed (OBIO) in Q3 2025, closing a stake of 1,983 shares — an estimated $5.31K sold.

Larson Financial Group first reported a position in OBIO in Q1 2025 and held it in 2 quarters. The position peaked at $7.84K in Q1 2025. 52 funds tracked by Wall St. Rank hold OBIO as of Q3 2025.

  • Larson Financial Group reported no remaining Orchestra BioMed position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,983 Orchestra BioMed shares in Q3 2025, an estimated $5.31K.
  • Larson Financial Group first reported a position in Orchestra BioMed in Q1 2025 and held it in 2 quarters.
  • Larson Financial Group's Orchestra BioMed position peaked at $7.84K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.