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True Wealth Design’s Oric Pharmaceuticals ORIC Stock Holding History

True Wealth Design’s Portfolio ORIC Stock Details ORIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$81 Buy
+6
New +$75 ﹤0.01% 2468
2025
Q2 		– Sell
-26
Closed -$146 – 2755
2025
Q1 		$146 Buy
+26
New +$227 ﹤0.01% 2074

Other funds holding ORIC

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's ORIC Position: Q3 2026 in Review

True Wealth Design opened a new position in Oric Pharmaceuticals (ORIC) in Q3 2026: 6 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ORIC as recently as Q1 2025.

True Wealth Design first reported a position in ORIC in Q1 2025 and has held it in 2 quarters since. The position peaked at $146 in Q1 2025. 10 funds tracked by Wall St. Rank hold ORIC as of Q3 2026.

  • True Wealth Design held 6 shares of Oric Pharmaceuticals worth $81 as of Q3 2026.
  • Oric Pharmaceuticals was a new True Wealth Design position in Q3 2026.
  • Oric Pharmaceuticals made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2468 holding.
  • True Wealth Design first reported a position in Oric Pharmaceuticals in Q1 2025 and has held it in 2 quarters since.
  • True Wealth Design's Oric Pharmaceuticals position peaked at $146 in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.