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Concurrent Investment Advisors’s Owens Corning OC Stock Holding History

Concurrent Investment Advisors’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
Q1 		$601K Buy
5,558
+466
+9% +$55.6K 0.01% 1121
2025
Q4 		$570K Buy
+5,092
New +$598K 0.01% 1090
2024
Q4 		– Sell
-2,207
Closed -$390K – 1193
2024
Q3 		$390K Buy
2,207
+314
+17% +$52.9K 0.01% 691
2024
Q2 		$329K Buy
1,893
+382
+25% +$66.2K 0.01% 712
2024
Q1 		$252K Buy
+1,511
New +$231K 0.01% 724

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concurrent Investment Advisors's OC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Owens Corning (OC) stake by 9.2% in Q1 2026, buying an estimated $55.6K and bringing the position to 5,558 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1121.

Concurrent Investment Advisors first reported a position in OC in Q1 2024 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold OC as of Q1 2026.

  • Concurrent Investment Advisors held 5,558 shares of Owens Corning worth $601K as of Q1 2026.
  • Concurrent Investment Advisors bought 466 Owens Corning shares in Q1 2026, an estimated $55.6K.
  • Owens Corning made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1121 holding.
  • Concurrent Investment Advisors first reported a position in Owens Corning in Q1 2024 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Owens Corning as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.