Avantax Advisory Services’s Owens Corning OC Stock Holding History

Avantax Advisory Services’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$682K	Buy	4,961 +388	+8%	+$53.6K	﹤0.01%	1395
2025 Q1	$653K	Buy	4,573 +1,143	+33%	+$189K	﹤0.01%	1343
2024 Q4	$584K	Buy	3,430 +104	+3%	+$19.4K	﹤0.01%	1346
2024 Q3	$587K	Sell	3,326 -1,303	-28%	-$219K	﹤0.01%	1311
2024 Q2	$804K	Buy	4,629 +1,667	+56%	+$289K	0.01%	1098
2024 Q1	$494K	Sell	2,962 -120	-4%	-$18.3K	﹤0.01%	1046
2023 Q4	$457K	Buy	3,082 +69	+2%	+$9.14K	﹤0.01%	1039
2023 Q3	$411K	Buy	3,013 +891	+42%	+$122K	﹤0.01%	1032
2023 Q2	$277K	Buy	+2,122	New	+$233K	﹤0.01%	1226
2022 Q2	–	Sell	-2,780	Closed	-$254K	–	1364
2022 Q1	$254K	Buy	2,780 +43	+2%	+$3.95K	﹤0.01%	1085
2021 Q4	$248K	Sell	2,737 -451	-14%	-$40.9K	﹤0.01%	1069
2021 Q3	$271K	Sell	3,188 -3,416	-52%	-$321K	﹤0.01%	970
2021 Q2	$644K	Buy	6,604 +185	+3%	+$18.5K	0.01%	609
2021 Q1	$590K	Buy	6,419 +2,530	+65%	+$212K	0.01%	574
2020 Q4	$295K	Sell	3,889 -220	-5%	-$16K	0.01%	728
2020 Q3	$284K	Buy	4,109 +210	+5%	+$13.5K	﹤0.01%	1047
2020 Q2	$217K	Buy	+3,899	New	+$182K	0.01%	757

Other funds holding OC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's OC Position: Q2 2025 in Review

Avantax Advisory Services increased its Owens Corning (OC) stake by 8.5% in Q2 2025, buying an estimated $53.6K and bringing the position to 4,961 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Avantax Advisory Services first reported a position in OC in Q2 2020 and has held it in 17 quarters since. The position peaked at $804K in Q2 2024. 700 funds tracked by Wall St. Rank hold OC as of Q2 2025.

Avantax Advisory Services held 4,961 shares of Owens Corning worth $682K as of Q2 2025.
Avantax Advisory Services bought 388 Owens Corning shares in Q2 2025, an estimated $53.6K.
Owens Corning made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1395 holding.
Avantax Advisory Services first reported a position in Owens Corning in Q2 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Owens Corning position peaked at $804K in Q2 2024.
700 funds tracked by Wall St. Rank held Owens Corning as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.