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Clean Energy Transition’s Owens Corning OC Stock Holding History

Clean Energy Transition’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
Q2 		$112M Buy
705,286
+130,432
+23% +$15.8M 7.81% 6
2026
Q1 		$62.2M Buy
574,854
+11,312
+2% +$1.35M 4.05% 6
2025
Q4 		$63.1M Buy
563,542
+31,924
+6% +$3.75M 5.26% 5
2025
Q3 		$75.2M Buy
+531,618
New +$78M 5.52% 7

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Clean Energy Transition's OC Position: Q2 2026 in Review

Clean Energy Transition increased its Owens Corning (OC) stake by 23% in Q2 2026, buying an estimated $15.8M and bringing the position to 705,286 shares worth $112M. The position accounts for 7.81% of the portfolio, ranked #6.

Clean Energy Transition first reported a position in OC in Q3 2025 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • Clean Energy Transition held 705,286 shares of Owens Corning worth $112M as of Q2 2026.
  • Clean Energy Transition bought 130,432 Owens Corning shares in Q2 2026, an estimated $15.8M.
  • Owens Corning made up 7.81% of Clean Energy Transition's portfolio in Q2 2026, its #6 holding.
  • Clean Energy Transition first reported a position in Owens Corning in Q3 2025 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

Based on Clean Energy Transition's 13F filing for Q2 2026, filed 14 Aug 2026.