Orion Portfolio Solutions’s Alkermes ALKS Stock Holding History

Orion Portfolio Solutions’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$378K	Buy	11,446 +869	+8%	+$28.3K	﹤0.01%	1530
2024 Q4	$304K	Buy	10,577 +1,133	+12%	+$32.6K	﹤0.01%	1553
2024 Q3	$264K	Buy	+9,444	New	+$252K	﹤0.01%	1581
2024 Q2	–	Sell	-7,545	Closed	-$204K	–	1714
2024 Q1	$204K	Buy	+7,545	New	+$214K	﹤0.01%	1615
2023 Q4	–	Sell	-7,985	Closed	-$224K	–	1653
2023 Q3	$224K	Sell	7,985 -2,797	-26%	-$82K	﹤0.01%	1506
2023 Q2	$337K	Buy	10,782 +1,218	+13%	+$36.9K	﹤0.01%	1362
2023 Q1	$270K	Buy	+9,564	New	+$261K	﹤0.01%	1387
2020 Q3	–	Sell	-87	Closed	-$2K	–	486
2020 Q2	$2K	Sell	87 -56	-39%	-$909	﹤0.01%	1730
2020 Q1	$2K	Buy	143 +33	+30%	+$589	﹤0.01%	1536
2019 Q4	$2K	Buy	+110	New	+$2.19K	﹤0.01%	1475

Other funds holding ALKS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Orion Portfolio Solutions's ALKS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Alkermes (ALKS) stake by 8.2% in Q1 2025, buying an estimated $28.3K and bringing the position to 11,446 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Orion Portfolio Solutions first reported a position in ALKS in Q4 2019 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold ALKS as of Q1 2025.

Orion Portfolio Solutions held 11,446 shares of Alkermes worth $378K as of Q1 2025.
Orion Portfolio Solutions bought 869 Alkermes shares in Q1 2025, an estimated $28.3K.
Alkermes made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1530 holding.
Orion Portfolio Solutions first reported a position in Alkermes in Q4 2019 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held Alkermes as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.