Rise Advisors’s Orion Group Holdings ORN Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-288	Closed	-$2.4K	–	1039
2025 Q3	$2.4K	Hold	288	–	–	﹤0.01%	1181
2025 Q2	$2.61K	Buy	+288	New	+$2.16K	﹤0.01%	1178

Other funds holding ORN

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's ORN Position: Q4 2025 in Review

Rise Advisors sold out of Orion Group Holdings (ORN) in Q4 2025, closing a stake of 288 shares — an estimated $2.4K sold.

Rise Advisors first reported a position in ORN in Q2 2025 and held it in 2 quarters. The position peaked at $2.61K in Q2 2025. 163 funds tracked by Wall St. Rank hold ORN as of Q4 2025.

Rise Advisors reported no remaining Orion Group Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 288 Orion Group Holdings shares in Q4 2025, an estimated $2.4K.
Rise Advisors first reported a position in Orion Group Holdings in Q2 2025 and held it in 2 quarters.
Rise Advisors's Orion Group Holdings position peaked at $2.61K in Q2 2025.
163 funds tracked by Wall St. Rank held Orion Group Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.