OPS
CMBT

Orion Portfolio Solutions’s CMB.TECH NV CMBT Stock Holding History

Orion Portfolio Solutions’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,781
Closed -$137K – 1995
2024
Q4 		$137K Buy
+13,781
New +$179K ﹤0.01% 1782
2020
Q3 		– Sell
-1
Closed – – 2117
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2499
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2362
2019
Q4 		$0 Buy
+1
New +$11 ﹤0.01% 1970

Other funds holding CMBT

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of CMB.TECH NV (CMBT) in Q1 2025, closing a stake of 13,781 shares — an estimated $137K sold.

Orion Portfolio Solutions first reported a position in CMBT in Q4 2019 and held it in 4 quarters. The position peaked at $137K in Q4 2024. 51 funds tracked by Wall St. Rank hold CMBT as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining CMB.TECH NV position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,781 CMB.TECH NV shares in Q1 2025, an estimated $137K.
  • Orion Portfolio Solutions first reported a position in CMB.TECH NV in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's CMB.TECH NV position peaked at $137K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2025.

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