AHL
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Abel Hall LLC’s Orion OEC Stock Holding History

Abel Hall LLC’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.3K Sell
11,962
-361
-3% -$2.6K 0.01% 860
2026
Q1 		$80.1K Buy
+12,323
New +$72.9K 0.02% 708

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Abel Hall LLC's OEC Position: Q2 2026 in Review

Abel Hall LLC reduced its Orion (OEC) stake by 2.9% in Q2 2026, selling an estimated $2.6K and leaving 11,962 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #860.

Abel Hall LLC first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $80.1K in Q1 2026. 36 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Abel Hall LLC held 11,962 shares of Orion worth $79.3K as of Q2 2026.
  • Abel Hall LLC sold 361 Orion shares in Q2 2026, an estimated $2.6K.
  • Orion made up 0.01% of Abel Hall LLC's portfolio in Q2 2026, its #860 holding.
  • Abel Hall LLC first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • Abel Hall LLC's Orion position peaked at $80.1K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.