OF
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Optimize Financial’s Oric Pharmaceuticals ORIC Stock Holding History

Optimize Financial’s Portfolio ORIC Stock Details ORIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Sell
32,216
-112
-0.3% -$1.02K 0.13% 236
2026
Q1 		$410K Sell
32,328
-7,284
-18% -$82.7K 0.2% 191
2025
Q4 		$324K Buy
39,612
+568
+1% +$6.54K 0.16% 252
2025
Q3 		$469K Buy
+39,044
New +$411K 0.24% 131

Other funds holding ORIC

NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Optimize Financial's ORIC Position: Q2 2026 in Review

Optimize Financial reduced its Oric Pharmaceuticals (ORIC) stake by 0.35% in Q2 2026, selling an estimated $1.02K and leaving 32,216 shares worth $349K. The position accounts for 0.13% of the portfolio, ranked #236.

Optimize Financial first reported a position in ORIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $469K in Q3 2025. 181 funds tracked by Wall St. Rank hold ORIC as of Q2 2026.

  • Optimize Financial held 32,216 shares of Oric Pharmaceuticals worth $349K as of Q2 2026.
  • Optimize Financial sold 112 Oric Pharmaceuticals shares in Q2 2026, an estimated $1.02K.
  • Oric Pharmaceuticals made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #236 holding.
  • Optimize Financial first reported a position in Oric Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Oric Pharmaceuticals position peaked at $469K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.