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True Wealth Design’s Orion Group Holdings ORN Stock Holding History

True Wealth Design’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.74K Hold
554
– – ﹤0.01% 1359
2026
Q2 		$9.32K Sell
554
-14
-2% -$193 ﹤0.01% 1082
2026
Q1 		$6.19K Hold
568
– – ﹤0.01% 1128
2025
Q4 		$5.65K Hold
568
– – ﹤0.01% 1040
2025
Q3 		$4.73K Hold
568
– – ﹤0.01% 1097
2025
Q2 		$5.15K Buy
568
+277
+95% +$2.08K ﹤0.01% 792
2025
Q1 		$1.52K Buy
+291
New +$2.04K ﹤0.01% 1109

Other funds holding ORN

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design held its Orion Group Holdings (ORN) position steady in Q3 2026 at 554 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

True Wealth Design first reported a position in ORN in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.32K in Q2 2026. 10 funds tracked by Wall St. Rank hold ORN as of Q3 2026.

  • True Wealth Design held 554 shares of Orion Group Holdings worth $4.74K as of Q3 2026.
  • True Wealth Design left its Orion Group Holdings share count unchanged in Q3 2026.
  • Orion Group Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1359 holding.
  • True Wealth Design first reported a position in Orion Group Holdings in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Orion Group Holdings position peaked at $9.32K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Orion Group Holdings as of Q3 2026.

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