OPS
TNET icon

Orion Portfolio Solutions’s TriNet TNET Stock Holding History

Orion Portfolio Solutions’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$279K Sell
3,519
-187
-5% -$15.5K ﹤0.01% 1657
2024
Q4 		$336K Buy
3,706
+773
+26% +$71.4K ﹤0.01% 1503
2024
Q3 		$284K Buy
2,933
+339
+13% +$33.8K ﹤0.01% 1540
2024
Q2 		$259K Buy
2,594
+400
+18% +$44.5K ﹤0.01% 1516
2024
Q1 		$291K Buy
2,194
+431
+24% +$52.3K ﹤0.01% 1472
2023
Q4 		$211K Buy
+1,763
New +$202K ﹤0.01% 1554
2020
Q1 		– Sell
-6
Closed – – 2305
2019
Q4 		$0 Buy
+6
New +$334 ﹤0.01% 1952

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its TriNet (TNET) stake by 5% in Q1 2025, selling an estimated $15.5K and leaving 3,519 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Orion Portfolio Solutions first reported a position in TNET in Q4 2019 and has held it in 7 quarters since. The position peaked at $336K in Q4 2024. 249 funds tracked by Wall St. Rank hold TNET as of Q1 2025.

  • Orion Portfolio Solutions held 3,519 shares of TriNet worth $279K as of Q1 2025.
  • Orion Portfolio Solutions sold 187 TriNet shares in Q1 2025, an estimated $15.5K.
  • TriNet made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1657 holding.
  • Orion Portfolio Solutions first reported a position in TriNet in Q4 2019 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's TriNet position peaked at $336K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held TriNet as of Q1 2025.

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