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Palumbo Wealth Management’s Orthofix Medical OFIX Stock Holding History

Palumbo Wealth Management’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40,373
Closed -$463K – 245
2026
Q1 		$463K Sell
40,373
-2,537
-6% -$33.5K 0.11% 130
2025
Q4 		$651K Sell
42,910
-44
-0.1% -$672 0.16% 102
2025
Q3 		$629K Buy
+42,954
New +$564K 0.2% 78

Other funds holding OFIX

ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Palumbo Wealth Management's OFIX Position: Q2 2026 in Review

Palumbo Wealth Management sold out of Orthofix Medical (OFIX) in Q2 2026, closing a stake of 40,373 shares — an estimated $463K sold.

Palumbo Wealth Management first reported a position in OFIX in Q3 2025 and held it in 3 quarters. The position peaked at $651K in Q4 2025. 143 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Palumbo Wealth Management reported no remaining Orthofix Medical position as of Q2 2026 after selling out during the quarter.
  • Palumbo Wealth Management sold 40,373 Orthofix Medical shares in Q2 2026, an estimated $463K.
  • Palumbo Wealth Management first reported a position in Orthofix Medical in Q3 2025 and held it in 3 quarters.
  • Palumbo Wealth Management's Orthofix Medical position peaked at $651K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.