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Private Wealth Management Group’s Orthofix Medical OFIX Stock Holding History

Private Wealth Management Group’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 		$668 Buy
+73
New +$805 ﹤0.01% 1376
2025
Q2 		– Sell
-190
Closed -$3.1K – 1572
2025
Q1 		$3.1K Hold
190
– – ﹤0.01% 904
2024
Q4 		$3.32K Hold
190
– – ﹤0.01% 905
2024
Q3 		$2.97K Hold
190
– – ﹤0.01% 925
2024
Q2 		$2.52K Hold
190
– – ﹤0.01% 969
2024
Q1 		$2.76K Hold
190
– – ﹤0.01% 839
2023
Q4 		$2.56K Buy
+190
New +$2.23K ﹤0.01% 872

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

Private Wealth Management Group's OFIX Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Orthofix Medical (OFIX) in Q2 2026: 73 shares worth $668. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in OFIX as recently as Q1 2025.

Private Wealth Management Group first reported a position in OFIX in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.32K in Q4 2024. 144 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Private Wealth Management Group held 73 shares of Orthofix Medical worth $668 as of Q2 2026.
  • Orthofix Medical was a new Private Wealth Management Group position in Q2 2026.
  • Orthofix Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1376 holding.
  • Private Wealth Management Group first reported a position in Orthofix Medical in Q4 2023 and has held it in 7 quarters since.
  • Private Wealth Management Group's Orthofix Medical position peaked at $3.32K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.