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Petros Family Wealth’s Orion Group Holdings ORN Stock Holding History

Petros Family Wealth’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,084
Closed -$120K – 147
2025
Q4 		$120K Hold
12,084
– – 0.08% 141
2025
Q3 		$101K Sell
12,084
-887
-7% -$6.99K 0.08% 132
2025
Q2 		$118K Hold
12,971
– – 0.11% 128
2025
Q1 		$67.8K Buy
+12,971
New +$90.7K 0.08% 121

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Petros Family Wealth's ORN Position: Q1 2026 in Review

Petros Family Wealth sold out of Orion Group Holdings (ORN) in Q1 2026, closing a stake of 12,084 shares — an estimated $120K sold.

Petros Family Wealth first reported a position in ORN in Q1 2025 and held it in 4 quarters. The position peaked at $120K in Q4 2025. 172 funds tracked by Wall St. Rank hold ORN as of Q1 2026.

  • Petros Family Wealth reported no remaining Orion Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Petros Family Wealth sold 12,084 Orion Group Holdings shares in Q1 2026, an estimated $120K.
  • Petros Family Wealth first reported a position in Orion Group Holdings in Q1 2025 and held it in 4 quarters.
  • Petros Family Wealth's Orion Group Holdings position peaked at $120K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Orion Group Holdings as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.