Orion Portfolio Solutions’s FTI Consulting FCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.36M	Sell	8,314 -2,024	-20%	-$364K	0.01%	913
2024 Q4	$1.98M	Buy	10,338 +168	+2%	+$34.6K	0.02%	705
2024 Q3	$2.31M	Buy	10,170 +484	+5%	+$108K	0.02%	618
2024 Q2	$2.09M	Sell	9,686 -922	-9%	-$197K	0.02%	625
2024 Q1	$2.23M	Sell	10,608 -631	-6%	-$127K	0.02%	613
2023 Q4	$2.19M	Sell	11,239 -538	-5%	-$111K	0.03%	587
2023 Q3	$2.1M	Sell	11,777 -687	-6%	-$128K	0.03%	593
2023 Q2	$2.37M	Sell	12,464 -927	-7%	-$175K	0.03%	574
2023 Q1	$2.64M	Buy	+13,391	New	+$2.33M	0.03%	480
2020 Q3	–	Sell	-3	Closed	–	–	946
2020 Q2	$0	Buy	+3	New	+$363	﹤0.01%	2259
2020 Q1	–	Sell	-6	Closed	-$1K	–	2023
2019 Q4	$1K	Buy	+6	New	+$656	﹤0.01%	1648

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its FTI Consulting (FCN) stake by 20% in Q1 2025, selling an estimated $364K and leaving 8,314 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #913.

Orion Portfolio Solutions first reported a position in FCN in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.64M in Q1 2023. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

Orion Portfolio Solutions held 8,314 shares of FTI Consulting worth $1.36M as of Q1 2025.
Orion Portfolio Solutions sold 2,024 FTI Consulting shares in Q1 2025, an estimated $364K.
FTI Consulting made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #913 holding.
Orion Portfolio Solutions first reported a position in FTI Consulting in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's FTI Consulting position peaked at $2.64M in Q1 2023.
421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

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