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Arax Advisory Partners’s Orion OEC Stock Holding History

Arax Advisory 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 		$9.11K Buy
1,402
+512
+58% +$3.03K ﹤0.01% 2489
2025
Q4 		$4.7K Sell
890
-78
-8% -$423 ﹤0.01% 2893
2025
Q3 		$7.34K Buy
968
+913
+1,660% +$9.23K ﹤0.01% 2730
2025
Q2 		$577 Sell
55
-3
-5% -$34 ﹤0.01% 2912
2025
Q1 		$750 Buy
+58
New +$820 ﹤0.01% 2411
2024
Q4 		– Sell
-238
Closed -$4.24K – 2646
2024
Q3 		$4.24K Hold
238
– – ﹤0.01% 1787
2024
Q2 		$5.22K Buy
+238
New +$5.73K ﹤0.01% 1579

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arax Advisory Partners's OEC Position: Q1 2026 in Review

Arax Advisory Partners increased its Orion (OEC) stake by 58% in Q1 2026, buying an estimated $3.03K and bringing the position to 1,402 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Arax Advisory Partners first reported a position in OEC in Q2 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Arax Advisory Partners held 1,402 shares of Orion worth $9.11K as of Q1 2026.
  • Arax Advisory Partners bought 512 Orion shares in Q1 2026, an estimated $3.03K.
  • Orion made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2489 holding.
  • Arax Advisory Partners first reported a position in Orion in Q2 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.