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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
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

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

True Wealth Design reduced its Orion Group Holdings (ORN) stake by 2.5% in Q2 2026, selling an estimated $193 and leaving 554 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

True Wealth Design first reported a position in ORN in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • True Wealth Design held 554 shares of Orion Group Holdings worth $9.32K as of Q2 2026.
  • True Wealth Design sold 14 Orion Group Holdings shares in Q2 2026, an estimated $193.
  • Orion Group Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1082 holding.
  • True Wealth Design first reported a position in Orion Group Holdings in Q1 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

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