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 Q3	$687	Hold	73	–	–	﹤0.01%	1394
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Wealth Management Group's OFIX Position: Q3 2026 in Review

Private Wealth Management Group held its Orthofix Medical (OFIX) position steady in Q3 2026 at 73 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Private Wealth Management Group first reported a position in OFIX in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.32K in Q4 2024. 13 funds tracked by Wall St. Rank hold OFIX as of Q3 2026.

Private Wealth Management Group held 73 shares of Orthofix Medical worth $687 as of Q3 2026.
Private Wealth Management Group left its Orthofix Medical share count unchanged in Q3 2026.
Orthofix Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1394 holding.
Private Wealth Management Group first reported a position in Orthofix Medical in Q4 2023 and has held it in 8 quarters since.
Private Wealth Management Group's Orthofix Medical position peaked at $3.32K in Q4 2024.
13 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.