Ameritas Investment Partners’s Orion OEC Stock Holding History

Ameritas Investment Partners’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 Q1	$36.2K	Hold	5,576	–	–	﹤0.01%	2287
2025 Q4	$29.4K	Hold	5,576	–	–	﹤0.01%	2454
2025 Q3	$42.3K	Hold	5,576	–	–	﹤0.01%	2265
2025 Q2	$58.5K	Hold	5,576	–	–	﹤0.01%	2089
2025 Q1	$72.1K	Hold	5,576	–	–	﹤0.01%	1901
2024 Q4	$88K	Hold	5,576	–	–	﹤0.01%	1857
2024 Q3	$99.3K	Hold	5,576	–	–	﹤0.01%	1786
2024 Q2	$122K	Hold	5,576	–	–	﹤0.01%	1604
2024 Q1	$131K	Hold	5,576	–	–	﹤0.01%	1571
2023 Q4	$155K	Hold	5,576	–	–	0.01%	1449
2023 Q3	$119K	Buy	5,576 +824	+17%	+$18K	﹤0.01%	1531
2023 Q2	$101K	Hold	4,752	–	–	﹤0.01%	1599
2023 Q1	$124K	Hold	4,752	–	–	﹤0.01%	1395
2022 Q4	$95.4K	Hold	4,752	–	–	﹤0.01%	1636
2022 Q3	$63K	Hold	4,752	–	–	﹤0.01%	1816
2022 Q2	$73K	Hold	4,752	–	–	﹤0.01%	1718
2022 Q1	$76K	Hold	4,752	–	–	﹤0.01%	1806
2021 Q4	$87K	Hold	4,752	–	–	﹤0.01%	1764
2021 Q3	$87K	Hold	4,752	–	–	﹤0.01%	1778
2021 Q2	$90K	Sell	4,752 -504	-10%	-$9.97K	﹤0.01%	1784
2021 Q1	$104K	Hold	5,256	–	–	﹤0.01%	1643
2020 Q4	$90K	Hold	5,256	–	–	﹤0.01%	1635
2020 Q3	$66K	Hold	5,256	–	–	﹤0.01%	1671
2020 Q2	$56K	Hold	5,256	–	–	﹤0.01%	1758
2020 Q1	$39K	Hold	5,256	–	–	﹤0.01%	1801
2019 Q4	$101K	Hold	5,256	–	–	﹤0.01%	1514
2019 Q3	$88K	Hold	5,256	–	–	﹤0.01%	1551
2019 Q2	$113K	Buy	+5,256	New	+$104K	0.01%	1426

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Partners's OEC Position: Q1 2026 in Review

Ameritas Investment Partners held its Orion (OEC) position steady in Q1 2026 at 5,576 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Ameritas Investment Partners first reported a position in OEC in Q2 2019 and has held it in 28 quarters since. The position peaked at $155K in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

Ameritas Investment Partners held 5,576 shares of Orion worth $36.2K as of Q1 2026.
Ameritas Investment Partners left its Orion share count unchanged in Q1 2026.
Orion made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2287 holding.
Ameritas Investment Partners first reported a position in Orion in Q2 2019 and has held it in 28 quarters since.
Ameritas Investment Partners's Orion position peaked at $155K in Q4 2023.
180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.