Turtle Creek Wealth Advisors’s Orthofix Medical OFIX Stock Holding History

Turtle Creek Wealth Advisors’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 Q1	–	Sell	-35,135	Closed	-$533K	–	505
2025 Q4	$533K	Hold	35,135	–	–	0.04%	231
2025 Q3	$514K	Hold	35,135	–	–	0.05%	208
2025 Q2	$392K	Hold	35,135	–	–	0.05%	193
2025 Q1	$573K	Hold	35,135	–	–	0.09%	102
2024 Q4	$613K	Hold	35,135	–	–	0.14%	62
2024 Q3	$549K	Hold	35,135	–	–	0.11%	96
2024 Q2	$466K	Hold	35,135	–	–	0.11%	94
2024 Q1	$510K	Hold	35,135	–	–	0.13%	89
2023 Q4	$474K	Buy	+35,135	New	+$413K	0.14%	91

Other funds holding OFIX

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Turtle Creek Wealth Advisors's OFIX Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of Orthofix Medical (OFIX) in Q1 2026, closing a stake of 35,135 shares — an estimated $533K sold.

Turtle Creek Wealth Advisors first reported a position in OFIX in Q4 2023 and held it in 9 quarters. The position peaked at $613K in Q4 2024. 147 funds tracked by Wall St. Rank hold OFIX as of Q1 2026.

Turtle Creek Wealth Advisors reported no remaining Orthofix Medical position as of Q1 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 35,135 Orthofix Medical shares in Q1 2026, an estimated $533K.
Turtle Creek Wealth Advisors first reported a position in Orthofix Medical in Q4 2023 and held it in 9 quarters.
Turtle Creek Wealth Advisors's Orthofix Medical position peaked at $613K in Q4 2024.
147 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.