Question 1

How many shares of AOR does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 336,606 shares of AOR (ISHARES TR).

Question 2

What is Focus Partners Wealth's AOR position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's AOR position is worth $23.4M.

Question 3

Is Focus Partners Wealth buying or selling AOR?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their AOR position (-1.7% change in shares).

Question 4

When did Focus Partners Wealth first buy AOR?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in AOR in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	336,606	-1.7%	$23.4M	0.0%	$68.98	0
2026-Q1	Decreased	342,411	-4.3%	$22M	0.0%	$66.17	0
2025-Q4	Increased	357,643	+433.3%	$23.3M	0.0%	$65.32	46
2025-Q3	Increased	67,059	+28.0%	$4.3M	0.0%	$63.31	33
2025-Q2	Increased	52,406	+6.0%	$3.2M	0.0%	$59.99	28
2025-Q1	Decreased	49,454	-51.1%	$2.8M	0.0%	$55.97	0
2024-Q4	New	101,194	-	$5.8M	0.0%	$55.83	38
2024-Q3	Exited	0	-100.0%	$0	0.0%	$56.87	0

AORShowing 8 of 10 quarters

AOR
Showing 8 of 10 quarters