True Wealth Design’s Orchestra BioMed OBIO Stock Holding History

True Wealth Design’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	-6	Closed	-$26	–	2749
2025 Q1	$26	Buy	+6	New	+$30	﹤0.01%	2538

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

True Wealth Design's OBIO Position: Q2 2025 in Review

True Wealth Design sold out of Orchestra BioMed (OBIO) in Q2 2025, closing a stake of 6 shares — an estimated $26 sold.

True Wealth Design first reported a position in OBIO in Q1 2025 and held it in 1 quarter. The position peaked at $26 in Q1 2025. 59 funds tracked by Wall St. Rank hold OBIO as of Q2 2025.

True Wealth Design reported no remaining Orchestra BioMed position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 6 Orchestra BioMed shares in Q2 2025, an estimated $26.
True Wealth Design first reported a position in Orchestra BioMed in Q1 2025 and held it in 1 quarter.
True Wealth Design's Orchestra BioMed position peaked at $26 in Q1 2025.
59 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.