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Caerus Investment Advisors’s Owens Corning OC Stock Holding History

Caerus Investment Advisors’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
2026
Q1 		– Sell
-1,953
Closed -$219K – 347
2025
Q4 		$219K Buy
1,953
+527
+37% +$61.9K 0.07% 293
2025
Q3 		$202K Buy
+1,426
New +$209K 0.08% 265

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Caerus Investment Advisors's OC Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Owens Corning (OC) in Q1 2026, closing a stake of 1,953 shares — an estimated $219K sold.

Caerus Investment Advisors first reported a position in OC in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 630 funds tracked by Wall St. Rank hold OC as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Owens Corning position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,953 Owens Corning shares in Q1 2026, an estimated $219K.
  • Caerus Investment Advisors first reported a position in Owens Corning in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Owens Corning position peaked at $219K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Owens Corning as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.