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Basecamp Wealth Advisors’s Orion OEC Stock Holding History

Basecamp Wealth Advisors’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 		$1.9K Buy
287
+109
+61% +$784 ﹤0.01% 1381
2026
Q1 		$1.16K Buy
+178
New +$1.05K ﹤0.01% 1521

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's OEC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Orion (OEC) stake by 61% in Q2 2026, buying an estimated $784 and bringing the position to 287 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Basecamp Wealth Advisors first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Basecamp Wealth Advisors held 287 shares of Orion worth $1.9K as of Q2 2026.
  • Basecamp Wealth Advisors bought 109 Orion shares in Q2 2026, an estimated $784.
  • Orion made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1381 holding.
  • Basecamp Wealth Advisors first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.