OPS
NARI

Orion Portfolio Solutions’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Orion Portfolio Solutions’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,157
Closed -$723K – 1999
2024
Q4 		$723K Sell
14,157
-1,403
-9% -$69K 0.01% 1207
2024
Q3 		$642K Sell
15,560
-327
-2% -$15.7K 0.01% 1239
2024
Q2 		$765K Sell
15,887
-621
-4% -$27.5K 0.01% 1102
2024
Q1 		$792K Buy
16,508
+2,564
+18% +$137K 0.01% 1086
2023
Q4 		$915K Sell
13,944
-3,468
-20% -$209K 0.01% 988
2023
Q3 		$1.14M Buy
17,412
+6,020
+53% +$379K 0.01% 869
2023
Q2 		$662K Sell
11,392
-602
-5% -$38K 0.01% 1107
2023
Q1 		$741K Buy
+11,994
New +$720K 0.01% 1001

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 14,157 shares — an estimated $723K sold.

Orion Portfolio Solutions first reported a position in NARI in Q1 2023 and held it in 8 quarters. The position peaked at $1.14M in Q3 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14,157 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $723K.
  • Orion Portfolio Solutions first reported a position in Inari Medical, Inc. Common Stock in Q1 2023 and held it in 8 quarters.
  • Orion Portfolio Solutions's Inari Medical, Inc. Common Stock position peaked at $1.14M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

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