WETS
ORI icon

Wealth Enhancement Trust Services’s Old Republic International ORI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Sell
481
-81
-14% -$3.21K ﹤0.01% 628
2026
Q1 		$22.4K Buy
562
+14
+3% +$576 ﹤0.01% 537
2025
Q4 		$25K Buy
+548
New +$23.8K ﹤0.01% 499

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's ORI Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Old Republic International (ORI) stake by 14% in Q2 2026, selling an estimated $3.21K and leaving 481 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Wealth Enhancement Trust Services first reported a position in ORI in Q4 2025 and has held it in 3 quarters since. The position peaked at $25K in Q4 2025. 527 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Wealth Enhancement Trust Services held 481 shares of Old Republic International worth $19.7K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 81 Old Republic International shares in Q2 2026, an estimated $3.21K.
  • Old Republic International made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #628 holding.
  • Wealth Enhancement Trust Services first reported a position in Old Republic International in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Old Republic International position peaked at $25K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.