Orion Portfolio Solutions’s Quanex NX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$203K	Buy	10,903 +763	+8%	+$16.1K	﹤0.01%	1805
2024 Q4	$246K	Buy	10,140 +10	+0.1%	+$287	﹤0.01%	1655
2024 Q3	$281K	Sell	10,130 -66	-0.6%	-$1.88K	﹤0.01%	1543
2024 Q2	$282K	Sell	10,196 -3,812	-27%	-$126K	﹤0.01%	1484
2024 Q1	$538K	Sell	14,008 -633	-4%	-$21.1K	0.01%	1236
2023 Q4	$448K	Sell	14,641 -586	-4%	-$17.3K	0.01%	1253
2023 Q3	$429K	Sell	15,227 -503	-3%	-$13.7K	0.01%	1259
2023 Q2	$422K	Sell	15,730 -221	-1%	-$4.91K	﹤0.01%	1272
2023 Q1	$343K	Buy	+15,951	New	+$383K	﹤0.01%	1290
2020 Q3	–	Sell	-200	Closed	-$3K	–	1514
2020 Q2	$3K	Buy	+200	New	+$2.38K	﹤0.01%	1668

Other funds holding NX

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

TCP

Teleios Capital Partners Zug $65.7M AUM 48.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Quanex (NX) stake by 7.5% in Q1 2025, buying an estimated $16.1K and bringing the position to 10,903 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Orion Portfolio Solutions first reported a position in NX in Q2 2020 and has held it in 10 quarters since. The position peaked at $538K in Q1 2024. 202 funds tracked by Wall St. Rank hold NX as of Q1 2025.

Orion Portfolio Solutions held 10,903 shares of Quanex worth $203K as of Q1 2025.
Orion Portfolio Solutions bought 763 Quanex shares in Q1 2025, an estimated $16.1K.
Quanex made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1805 holding.
Orion Portfolio Solutions first reported a position in Quanex in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Quanex position peaked at $538K in Q1 2024.
202 funds tracked by Wall St. Rank held Quanex as of Q1 2025.

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