SEI Investments’s Orchestra BioMed OBIO Stock Holding History

SEI Investments’s Portfolio OBIO Stock Details OBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,290	Closed	-$44K	–	2879
2025 Q1	$44K	Hold	10,290	–	–	﹤0.01%	2685
2024 Q4	$41.2K	Hold	10,290	–	–	﹤0.01%	2679
2024 Q3	$52.9K	Hold	10,290	–	–	﹤0.01%	2632
2024 Q2	$83.9K	Hold	10,290	–	–	﹤0.01%	2540
2024 Q1	$54.2K	Buy	+10,290	New	+$69.7K	﹤0.01%	2563

Other funds holding OBIO

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments's OBIO Position: Q2 2025 in Review

SEI Investments sold out of Orchestra BioMed (OBIO) in Q2 2025, closing a stake of 10,290 shares — an estimated $44K sold.

SEI Investments first reported a position in OBIO in Q1 2024 and held it in 5 quarters. The position peaked at $83.9K in Q2 2024. 59 funds tracked by Wall St. Rank hold OBIO as of Q2 2025.

SEI Investments reported no remaining Orchestra BioMed position as of Q2 2025 after selling out during the quarter.
SEI Investments sold 10,290 Orchestra BioMed shares in Q2 2025, an estimated $44K.
SEI Investments first reported a position in Orchestra BioMed in Q1 2024 and held it in 5 quarters.
SEI Investments's Orchestra BioMed position peaked at $83.9K in Q2 2024.
59 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2025.

Based on SEI Investments's 13F filing for Q2 2025, filed 14 Aug 2025.