MWM
OR icon

McAlvany Wealth Management’s OR Royalties Inc OR Stock Holding History

McAlvany 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
2026
Q2 		$2.78M Buy
87,970
+8,706
+11% +$321K 2.08% 21
2026
Q1 		$2.79M Buy
79,264
+1,728
+2% +$71K 1.88% 25
2025
Q4 		$2.74M Buy
+77,536
New +$2.72M 2.1% 15

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McAlvany Wealth Management's OR Position: Q2 2026 in Review

McAlvany Wealth Management increased its OR Royalties Inc (OR) stake by 11% in Q2 2026, buying an estimated $321K and bringing the position to 87,970 shares worth $2.78M. The position accounts for 2.08% of the portfolio, ranked #21.

McAlvany Wealth Management first reported a position in OR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q1 2026. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • McAlvany Wealth Management held 87,970 shares of OR Royalties Inc worth $2.78M as of Q2 2026.
  • McAlvany Wealth Management bought 8,706 OR Royalties Inc shares in Q2 2026, an estimated $321K.
  • OR Royalties Inc made up 2.08% of McAlvany Wealth Management's portfolio in Q2 2026, its #21 holding.
  • McAlvany Wealth Management first reported a position in OR Royalties Inc in Q4 2025 and has held it in 3 quarters since.
  • McAlvany Wealth Management's OR Royalties Inc position peaked at $2.79M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.