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Aristides Capital’s Orion OEC Stock Holding History

Aristides Capital’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 		– Sell
-38,200
Closed -$202K – 248
2025
Q4 		$202K Buy
+38,200
New +$207K 0.04% 178
2024
Q4 		– Sell
-12,147
Closed -$216K – 344
2024
Q3 		$216K Buy
12,147
+1,863
+18% +$35.9K 0.07% 194
2024
Q2 		$226K Buy
+10,284
New +$248K 0.06% 213

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristides Capital's OEC Position: Q1 2026 in Review

Aristides Capital sold out of Orion (OEC) in Q1 2026, closing a stake of 38,200 shares — an estimated $202K sold.

Aristides Capital first reported a position in OEC in Q2 2024 and held it in 3 quarters. The position peaked at $226K in Q2 2024. 181 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Aristides Capital reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • Aristides Capital sold 38,200 Orion shares in Q1 2026, an estimated $202K.
  • Aristides Capital first reported a position in Orion in Q2 2024 and held it in 3 quarters.
  • Aristides Capital's Orion position peaked at $226K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Aristides Capital's 13F filing for Q1 2026, filed 14 May 2026.