Toth Financial Advisory’s OR Royalties Inc OR Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-50	Closed	-$1.77K	–	1002
2025 Q4	$1.77K	Hold	50	–	–	﹤0.01%	724
2025 Q3	$2K	Buy	+50	New	+$1.56K	﹤0.01%	692
2023 Q2	–	Sell	-140	Closed	-$2.21K	–	859
2023 Q1	$2.21K	Hold	140	–	–	﹤0.01%	641
2022 Q4	$1.69K	Hold	140	–	–	﹤0.01%	608
2022 Q3	$1K	Buy	+140	New	+$1.4K	﹤0.01%	712
2019 Q3	–	Sell	-100	Closed	-$1K	–	502
2019 Q2	$1K	Buy	+100	New	+$1.06K	﹤0.01%	438
2018 Q4	–	Sell	-180	Closed	-$1K	–	445
2018 Q3	$1K	Hold	180	–	–	﹤0.01%	417
2018 Q2	$2K	Hold	180	–	–	﹤0.01%	397
2018 Q1	$2K	Hold	180	–	–	﹤0.01%	401
2017 Q4	$2K	Buy	+180	New	+$2.19K	﹤0.01%	399

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Toth Financial Advisory's OR Position: Q1 2026 in Review

Toth Financial Advisory sold out of OR Royalties Inc (OR) in Q1 2026, closing a stake of 50 shares — an estimated $1.77K sold.

Toth Financial Advisory first reported a position in OR in Q4 2017 and held it in 10 quarters. The position peaked at $2.21K in Q1 2023. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

Toth Financial Advisory reported no remaining OR Royalties Inc position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 50 OR Royalties Inc shares in Q1 2026, an estimated $1.77K.
Toth Financial Advisory first reported a position in OR Royalties Inc in Q4 2017 and held it in 10 quarters.
Toth Financial Advisory's OR Royalties Inc position peaked at $2.21K in Q1 2023.
252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.