Whipplewood Advisors’s Orange ORAN Stock Holding History

Whipplewood Advisors’s Portfolio ORAN Stock Details ORAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-83	Closed	-$817	–	1239
2024 Q4	$817	Buy	+83	New	+$916	﹤0.01%	1048

Other funds holding ORAN

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return

Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Whipplewood Advisors's ORAN Position: Q1 2025 in Review

Whipplewood Advisors sold out of Orange (ORAN) in Q1 2025, closing a stake of 83 shares — an estimated $817 sold.

Whipplewood Advisors first reported a position in ORAN in Q4 2024 and held it in 1 quarter. The position peaked at $817 in Q4 2024. 15 funds tracked by Wall St. Rank hold ORAN as of Q1 2025.

Whipplewood Advisors reported no remaining Orange position as of Q1 2025 after selling out during the quarter.
Whipplewood Advisors sold 83 Orange shares in Q1 2025, an estimated $817.
Whipplewood Advisors first reported a position in Orange in Q4 2024 and held it in 1 quarter.
Whipplewood Advisors's Orange position peaked at $817 in Q4 2024.
15 funds tracked by Wall St. Rank held Orange as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.