Wasatch Advisors’s Orion Group Holdings ORN Stock Holding History

Wasatch Advisors’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	$33.9M	Buy	2,014,110 +357,276	+22%	+$4.94M	0.22%	102
2026 Q1	$18.1M	Sell	1,656,834 -610,873	-27%	-$7.31M	0.12%	114
2025 Q4	$22.5M	Buy	2,267,707 +41,188	+2%	+$399K	0.13%	121
2025 Q3	$18.5M	Buy	2,226,519 +805,956	+57%	+$6.35M	0.1%	130
2025 Q2	$12.9M	Buy	+1,420,563	New	+$10.6M	0.07%	145

Other funds holding ORN

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return