Cerity Partners
OEC icon

Cerity Partners’s Orion OEC Stock Holding History

Cerity 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 		$516K Buy
79,381
+38,908
+96% +$230K ﹤0.01% 2267
2025
Q4 		$214K Buy
40,473
+30,227
+295% +$164K ﹤0.01% 2599
2025
Q3 		$77.7K Sell
10,246
-29,396
-74% -$297K ﹤0.01% 2652
2025
Q2 		$416K Buy
+39,642
New +$448K ﹤0.01% 1970

Other funds holding OEC

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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

Cerity Partners's OEC Position: Q1 2026 in Review

Cerity Partners increased its Orion (OEC) stake by 96% in Q1 2026, buying an estimated $230K and bringing the position to 79,381 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Cerity Partners first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Cerity Partners held 79,381 shares of Orion worth $516K as of Q1 2026.
  • Cerity Partners bought 38,908 Orion shares in Q1 2026, an estimated $230K.
  • Orion made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2267 holding.
  • Cerity Partners first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.