Question 1

Does Orion Porfolio Solutions own HDEF stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Orion Porfolio Solutions holds 297,930 shares of HDEF, worth $9.6M.

Question 2

How many shares of HDEF does Orion Porfolio Solutions own?

Accepted Answer

As of its Q2 2026 13F, Orion Porfolio Solutions holds 297,930 shares of HDEF.

Question 3

What is Orion Porfolio Solutions' HDEF position worth?

Accepted Answer

As of its Q2 2026 13F, Orion Porfolio Solutions' HDEF position is worth $9.6M.

Question 4

Is Orion Porfolio Solutions buying or selling HDEF?

Accepted Answer

In Q2 2026, Orion Porfolio Solutions reduced its HDEF position by 13,933 shares (-4.5%).

Question 5

When did Orion Porfolio Solutions first buy HDEF?

Accepted Answer

Orion Porfolio Solutions first reported HDEF in its Q2 2020 13F and has listed it in 25 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	297,930	-4.5%	$9.6M	0.1%	$31.92	0
2026-Q1	Increased	311,863	+2.4%	$10.1M	0.1%	$31.48	28
2025-Q4	Decreased	304,530	-9.2%	$9.4M	0.1%	$29.97	0
2025-Q3	Increased	335,253	+4.1%	$9.9M	0.1%	$28.28	29
2025-Q2	Increased	322,048	+19.9%	$9.3M	0.1%	$27.55	33
2025-Q1	Decreased	268,618	-6.9%	$7.3M	0.1%	$25.34	0
2024-Q4	Increased	288,625	+3.2%	$7M	0.1%	$22.53	28
2024-Q3	Increased	279,581	+1.6%	$7.5M	0.1%	$24.80	28
2024-Q2	Decreased	275,076	-22.1%	$6.7M	0.1%	$22.31	0
2024-Q1	Decreased	352,984	-12.1%	$8.7M	0.1%	$22.08	0
2023-Q4	Decreased	401,628	-5.4%	$9.9M	0.1%	$21.91	0
2023-Q3	Decreased	424,395	-46.0%	$9.6M	0.1%	$19.96	0
2023-Q2	Increased	785,483	+83.6%	$18.1M	0.2%	$20.15	52
2023-Q1	Increased	427,748	+24.0%	$10M	0.1%	$19.80	40
2022-Q4	Decreased	345,063	-2.9%	$7.5M	0.1%	$18.48	0
2022-Q3	Increased	355,519	+44.6%	$6.5M	0.1%	$15.34	44
2022-Q2	Decreased	245,782	-0.3%	$5.1M	0.1%	$17.37	0
2022-Q1	Increased	246,443	+9.7%	$6M	0.1%	$19.55	30
2021-Q4	Decreased	224,633	-0.5%	$5.3M	0.1%	$18.96	0
2021-Q3	Decreased	225,779	-0.7%	$5.1M	0.1%	$18.10	0
2021-Q2	Decreased	227,259	-1.4%	$5.5M	0.1%	$19.09	0
2021-Q1	Increased	230,554	+2042.3%	$5.5M	0.1%	$18.44	44
2020-Q4	Unchanged	10,762	0.0%	$249,000	0.0%	$17.73	0
2020-Q3	Unchanged	10,762	0.0%	$219,000	0.0%	$15.38	0
2020-Q2	New	10,762	-	$219,000	0.0%	$15.23	32

HDEF25 quarters

HDEF
25 quarters