SPIA
ORAN

Steward Partners Investment Advisory’s Orange ORAN Stock Holding History

Steward Partners Investment Advisory’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,212
Closed -$271K – 4189
2024
Q4 		$271K Buy
27,212
+152
+0.6% +$1.68K ﹤0.01% 1460
2024
Q3 		$311K Buy
27,060
+452
+2% +$5.12K ﹤0.01% 1317
2024
Q2 		$266K Sell
26,608
-86
-0.3% -$957 ﹤0.01% 1321
2024
Q1 		$314K Sell
26,694
-194
-0.7% -$2.27K ﹤0.01% 1239
2023
Q4 		$307K Sell
26,888
-162
-0.6% -$1.9K ﹤0.01% 1208
2023
Q3 		$311K Sell
27,050
-192
-0.7% -$2.19K ﹤0.01% 1110
2023
Q2 		$317K Sell
27,242
-931
-3% -$11.3K ﹤0.01% 1094
2023
Q1 		$336K Buy
28,173
+140
+0.5% +$1.54K 0.01% 1069
2022
Q4 		$277K Hold
28,033
– – ﹤0.01% 1113
2022
Q3 		$252K Sell
28,033
-41
-0.1% -$419 ﹤0.01% 1106
2022
Q2 		$330K Hold
28,074
– – 0.01% 996
2022
Q1 		$332K Sell
28,074
-1,000
-3% -$11.7K 0.01% 1082
2021
Q4 		$307K Buy
29,074
+650
+2% +$7.04K ﹤0.01% 1128
2021
Q3 		$308K Buy
28,424
+1,400
+5% +$15.8K 0.01% 1102
2021
Q2 		$309K Sell
27,024
-1,770
-6% -$22.1K 0.01% 1172
2021
Q1 		$355K Buy
28,794
+1,551
+6% +$18.7K 0.01% 1027
2020
Q4 		$323K Sell
27,243
-1,938
-7% -$22.7K 0.01% 894
2020
Q3 		$303K Sell
29,181
-426
-1% -$4.93K 0.01% 812
2020
Q2 		$352K Sell
29,607
-334
-1% -$3.98K 0.01% 719
2020
Q1 		$361K Sell
29,941
-625
-2% -$8.49K 0.01% 639
2019
Q4 		$445K Sell
30,566
-1,420
-4% -$22.3K 0.01% 653
2019
Q3 		$498K Buy
31,986
+325
+1% +$4.9K 0.02% 584
2019
Q2 		$497K Buy
31,661
+1,325
+4% +$20.9K 0.02% 565
2019
Q1 		$494K Buy
30,336
+1,857
+7% +$28.8K 0.02% 522
2018
Q4 		$461K Buy
28,479
+1,913
+7% +$30.9K 0.02% 503
2018
Q3 		$422K Buy
26,566
+2,595
+11% +$42.8K 0.02% 551
2018
Q2 		$400K Buy
23,971
+5,124
+27% +$89.3K 0.02% 511
2018
Q1 		$321K Buy
18,847
+8,749
+87% +$152K 0.02% 512
2017
Q4 		$175K Buy
10,098
+5,036
+99% +$84.2K 0.01% 540
2017
Q3 		$83K Buy
5,062
+3,950
+355% +$65.9K 0.01% 580
2017
Q2 		$17K Hold
1,112
– – ﹤0.01% 919
2017
Q1 		$17K Hold
1,112
– – ﹤0.01% 807
2016
Q4 		$16K Buy
+1,112
New +$16.6K 0.01% 480

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Steward Partners Investment Advisory's ORAN Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Orange (ORAN) in Q1 2025, closing a stake of 27,212 shares — an estimated $271K sold.

Steward Partners Investment Advisory first reported a position in ORAN in Q4 2016 and held it in 33 quarters. The position peaked at $498K in Q3 2019. 15 funds tracked by Wall St. Rank hold ORAN as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Orange position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27,212 Orange shares in Q1 2025, an estimated $271K.
  • Steward Partners Investment Advisory first reported a position in Orange in Q4 2016 and held it in 33 quarters.
  • Steward Partners Investment Advisory's Orange position peaked at $498K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Orange as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.