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
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 $1.42B AUM 304.47% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Optimize Financial's ORIC Position: Q1 2026 in Review

Optimize Financial reduced its Oric Pharmaceuticals (ORIC) stake by 18% in Q1 2026, selling an estimated $82.7K and leaving 32,328 shares worth $410K. The position accounts for 0.2% of the portfolio, ranked #191.

Optimize Financial first reported a position in ORIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $469K in Q3 2025. 182 funds tracked by Wall St. Rank hold ORIC as of Q1 2026.

  • Optimize Financial held 32,328 shares of Oric Pharmaceuticals worth $410K as of Q1 2026.
  • Optimize Financial sold 7,284 Oric Pharmaceuticals shares in Q1 2026, an estimated $82.7K.
  • Oric Pharmaceuticals made up 0.2% of Optimize Financial's portfolio in Q1 2026, its #191 holding.
  • Optimize Financial first reported a position in Oric Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Oric Pharmaceuticals position peaked at $469K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.