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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
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 $828M AUM 6.49% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Palumbo Wealth Management's OFIX Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Orthofix Medical (OFIX) stake by 5.9% in Q1 2026, selling an estimated $33.5K and leaving 40,373 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #130.

Palumbo Wealth Management first reported a position in OFIX in Q3 2025 and has held it in 3 quarters since. The position peaked at $651K in Q4 2025. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

  • Palumbo Wealth Management held 40,373 shares of Orthofix Medical worth $463K as of Q1 2026.
  • Palumbo Wealth Management sold 2,537 Orthofix Medical shares in Q1 2026, an estimated $33.5K.
  • Orthofix Medical made up 0.11% of Palumbo Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Palumbo Wealth Management first reported a position in Orthofix Medical in Q3 2025 and has held it in 3 quarters since.
  • Palumbo Wealth Management's Orthofix Medical position peaked at $651K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.