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Lloyd Advisory Services’s Orion Group Holdings ORN Stock Holding History

Lloyd Advisory Services’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 		– Sell
-119
Closed -$1.3K – 886
2026
Q1 		$1.3K Buy
+119
New +$1.42K ﹤0.01% 722

Other funds holding ORN

Brandes Investment Partners
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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royce & Associates
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

Lloyd Advisory Services's ORN Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Orion Group Holdings (ORN) in Q2 2026, closing a stake of 119 shares — an estimated $1.3K sold.

Lloyd Advisory Services first reported a position in ORN in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 179 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Orion Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 119 Orion Group Holdings shares in Q2 2026, an estimated $1.3K.
  • Lloyd Advisory Services first reported a position in Orion Group Holdings in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Orion Group Holdings position peaked at $1.3K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.