TWD
OFIX icon

True Wealth Design’s Orthofix Medical OFIX Stock Holding History

True Wealth Design’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45K Buy
268
+185
+223% +$2.04K ﹤0.01% 1609
2026
Q1 		$953 Buy
83
+34
+69% +$449 ﹤0.01% 1813
2025
Q4 		$743 Buy
49
+22
+81% +$336 ﹤0.01% 1821
2025
Q3 		$396 Buy
+27
New +$354 ﹤0.01% 2084
2025
Q2 		– Sell
-13
Closed -$213 – 2751
2025
Q1 		$213 Buy
+13
New +$228 ﹤0.01% 1924

Other funds holding OFIX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

True Wealth Design's OFIX Position: Q2 2026 in Review

True Wealth Design increased its Orthofix Medical (OFIX) stake by 223% in Q2 2026, buying an estimated $2.04K and bringing the position to 268 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

True Wealth Design first reported a position in OFIX in Q1 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • True Wealth Design held 268 shares of Orthofix Medical worth $2.45K as of Q2 2026.
  • True Wealth Design bought 185 Orthofix Medical shares in Q2 2026, an estimated $2.04K.
  • Orthofix Medical made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1609 holding.
  • True Wealth Design first reported a position in Orthofix Medical in Q1 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.