SSWM
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Smith Salley Wealth Management’s OR Royalties Inc OR Stock Holding History

Smith Salley Wealth Management’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 		– Sell
-5,700
Closed -$217K – 284
2026
Q1 		$217K Hold
5,700
– – 0.01% 259
2025
Q4 		$202K Hold
5,700
– – 0.01% 262
2025
Q3 		$228K Buy
+5,700
New +$178K 0.01% 249

Other funds holding OR

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smith Salley Wealth Management's OR Position: Q2 2026 in Review

Smith Salley Wealth Management sold out of OR Royalties Inc (OR) in Q2 2026, closing a stake of 5,700 shares — an estimated $217K sold.

Smith Salley Wealth Management first reported a position in OR in Q3 2025 and held it in 3 quarters. The position peaked at $228K in Q3 2025. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Smith Salley Wealth Management reported no remaining OR Royalties Inc position as of Q2 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 5,700 OR Royalties Inc shares in Q2 2026, an estimated $217K.
  • Smith Salley Wealth Management first reported a position in OR Royalties Inc in Q3 2025 and held it in 3 quarters.
  • Smith Salley Wealth Management's OR Royalties Inc position peaked at $228K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.