Principle Wealth Partners’s OR Royalties Inc OR Stock Holding History

Principle Wealth Partners’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Hold	24,516	–	–	0.04%	207
2026 Q1	$932K	Hold	24,516	–	–	0.05%	175
2025 Q4	$868K	Sell	24,516 -30	-0.1%	-$1.05K	0.05%	178
2025 Q3	$984K	Sell	24,546 -679	-3%	-$21.2K	0.06%	166
2025 Q2	$649K	Sell	25,225 -6,000	-19%	-$145K	0.04%	208
2025 Q1	$659K	Hold	31,225	–	–	0.05%	195
2024 Q4	$565K	Hold	31,225	–	–	0.04%	210
2024 Q3	$578K	Hold	31,225	–	–	0.04%	212
2024 Q2	$486K	Hold	31,225	–	–	0.04%	223
2024 Q1	$513K	Hold	31,225	–	–	0.04%	219
2023 Q4	$446K	Hold	31,225	–	–	0.04%	217
2023 Q3	$367K	Sell	31,225 -4,580	-13%	-$62.5K	0.04%	235
2023 Q2	$550K	Hold	35,805	–	–	0.06%	191
2023 Q1	$566K	Hold	35,805	–	–	0.06%	179
2022 Q4	$432K	Buy	+35,805	New	+$415K	0.05%	207

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principle Wealth Partners's OR Position: Q2 2026 in Review

Principle Wealth Partners held its OR Royalties Inc (OR) position steady in Q2 2026 at 24,516 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #207.

Principle Wealth Partners first reported a position in OR in Q4 2022 and has held it in 15 quarters since. The position peaked at $984K in Q3 2025. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

Principle Wealth Partners held 24,516 shares of OR Royalties Inc worth $775K as of Q2 2026.
Principle Wealth Partners left its OR Royalties Inc share count unchanged in Q2 2026.
OR Royalties Inc made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #207 holding.
Principle Wealth Partners first reported a position in OR Royalties Inc in Q4 2022 and has held it in 15 quarters since.
Principle Wealth Partners's OR Royalties Inc position peaked at $984K in Q3 2025.
245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.