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Cherry Tree Wealth Management’s Orion OEC Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-315
Closed -$4.07K – 710
2025
Q1 		$4.07K Hold
315
– – ﹤0.01% 557
2024
Q4 		$4.97K Hold
315
– – ﹤0.01% 476
2024
Q3 		$5.61K Hold
315
– – ﹤0.01% 470
2024
Q2 		$6.91K Sell
315
-240
-43% -$5.78K ﹤0.01% 437
2024
Q1 		$13.1K Hold
555
– – ﹤0.01% 352
2023
Q4 		$15.4K Buy
+555
New +$12.7K ﹤0.01% 322

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cherry Tree Wealth Management's OEC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Orion (OEC) in Q2 2025, closing a stake of 315 shares — an estimated $4.07K sold.

Cherry Tree Wealth Management first reported a position in OEC in Q4 2023 and held it in 6 quarters. The position peaked at $15.4K in Q4 2023. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 315 Orion shares in Q2 2025, an estimated $4.07K.
  • Cherry Tree Wealth Management first reported a position in Orion in Q4 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's Orion position peaked at $15.4K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.