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Clearstead Advisors’s Orion OEC Stock Holding History

Clearstead Advisors’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 		$1.14K Buy
+172
New +$1.24K ﹤0.01% 2656
2026
Q1 		– Sell
-4
Closed -$22 – 2670
2025
Q4 		$22 Sell
4
-767
-99% -$4.16K ﹤0.01% 2684
2025
Q3 		$5.84K Sell
771
-46
-6% -$465 ﹤0.01% 2096
2025
Q2 		$8.57K Buy
+817
New +$9.24K ﹤0.01% 1934

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

Clearstead Advisors's OEC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Orion (OEC) in Q2 2026: 172 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #2656 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OEC as recently as Q4 2025.

Clearstead Advisors first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.57K in Q2 2025. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Clearstead Advisors held 172 shares of Orion worth $1.14K as of Q2 2026.
  • Orion was a new Clearstead Advisors position in Q2 2026.
  • Orion made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2656 holding.
  • Clearstead Advisors first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Orion position peaked at $8.57K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.