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
Q2 		$716K Buy
108,065
+28,684
+36% +$206K ﹤0.01% 2207
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

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

Cerity Partners's OEC Position: Q2 2026 in Review

Cerity Partners increased its Orion (OEC) stake by 36% in Q2 2026, buying an estimated $206K and bringing the position to 108,065 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Cerity Partners first reported a position in OEC in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Cerity Partners held 108,065 shares of Orion worth $716K as of Q2 2026.
  • Cerity Partners bought 28,684 Orion shares in Q2 2026, an estimated $206K.
  • Orion made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2207 holding.
  • Cerity Partners first reported a position in Orion in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.