PWPS
OFIX icon

Pinnacle Wealth Planning Services’s Orthofix Medical OFIX Stock Holding History

Pinnacle Wealth Planning Services’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
-779
Closed -$8.94K – 2810
2026
Q1 		$8.94K Hold
779
– – ﹤0.01% 2049
2025
Q4 		$11.8K Buy
+779
New +$11.9K ﹤0.01% 1945
2021
Q1 		– Sell
-65
Closed -$3K – 1434
2020
Q4 		$3K Buy
+65
New +$2.37K ﹤0.01% 1844

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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's OFIX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Orthofix Medical (OFIX) in Q2 2026, closing a stake of 779 shares — an estimated $8.94K sold.

Pinnacle Wealth Planning Services first reported a position in OFIX in Q4 2020 and held it in 3 quarters. The position peaked at $11.8K in Q4 2025. 144 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Orthofix Medical position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 779 Orthofix Medical shares in Q2 2026, an estimated $8.94K.
  • Pinnacle Wealth Planning Services first reported a position in Orthofix Medical in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Orthofix Medical position peaked at $11.8K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.