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Spire Wealth Management’s Orion Group Holdings ORN Stock Holding History

Spire Wealth Management’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
2026
Q2 		$369K Buy
21,930
+1,864
+9% +$25.8K 0.01% 622
2026
Q1 		$219K Buy
+20,066
New +$240K 0.01% 748

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Spire Wealth Management's ORN Position: Q2 2026 in Review

Spire Wealth Management increased its Orion Group Holdings (ORN) stake by 9.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 21,930 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #622.

Spire Wealth Management first reported a position in ORN in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • Spire Wealth Management held 21,930 shares of Orion Group Holdings worth $369K as of Q2 2026.
  • Spire Wealth Management bought 1,864 Orion Group Holdings shares in Q2 2026, an estimated $25.8K.
  • Orion Group Holdings made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #622 holding.
  • Spire Wealth Management first reported a position in Orion Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.