MOTCO’s Orange ORAN Stock Holding History

MOTCO’s Portfolio ORAN Stock Details ORAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-67	Closed	-$1.26K	–	930
2026 Q2	$1.26K	Buy	+67	New	+$1.26K	﹤0.01%	572
2023 Q3	–	Sell	-42	Closed	-$489	–	969
2023 Q2	$489	Buy	+42	New	+$510	﹤0.01%	865
2016 Q4	–	Sell	-175	Closed	-$3K	–	662
2016 Q3	$3K	Buy	+175	New	+$2.7K	﹤0.01%	583
2015 Q3	–	Sell	-675	Closed	-$10K	–	622
2015 Q2	$10K	Hold	675	–	–	﹤0.01%	449
2015 Q1	$11K	Hold	675	–	–	﹤0.01%	431
2014 Q4	$11K	Hold	675	–	–	﹤0.01%	461
2014 Q3	$10K	Buy	675 +200	+42%	+$3.04K	﹤0.01%	479
2014 Q2	$8K	Buy	475 +125	+36%	+$2K	﹤0.01%	491
2014 Q1	$5K	Buy	+350	New	+$4.56K	﹤0.01%	524

Other funds holding ORAN

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $1.06B AUM 29.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MOTCO's ORAN Position: Q3 2026 in Review

MOTCO sold out of Orange (ORAN) in Q3 2026, closing a stake of 67 shares — an estimated $1.26K sold.

MOTCO first reported a position in ORAN in Q1 2014 and held it in 9 quarters. The position peaked at $11K in Q1 2015. 10 funds tracked by Wall St. Rank hold ORAN as of Q3 2026.

MOTCO reported no remaining Orange position as of Q3 2026 after selling out during the quarter.
MOTCO sold 67 Orange shares in Q3 2026, an estimated $1.26K.
MOTCO first reported a position in Orange in Q1 2014 and held it in 9 quarters.
MOTCO's Orange position peaked at $11K in Q1 2015.
10 funds tracked by Wall St. Rank held Orange as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.