Creative Planning’s Orion OEC Stock Holding History

Creative Planning’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	$1.04M	Buy	157,111 +104,798	+200%	+$754K	﹤0.01%	2605
2026 Q1	$340K	Buy	52,313 +39,841	+319%	+$236K	﹤0.01%	3328
2025 Q4	$65.9K	Sell	12,472 -51,226	-80%	-$278K	﹤0.01%	3773
2025 Q3	$483K	Buy	63,698 +10,316	+19%	+$104K	﹤0.01%	2757
2025 Q2	$560K	Sell	53,382 -299	-0.6%	-$3.38K	﹤0.01%	2364
2025 Q1	$694K	Buy	53,681 +25,948	+94%	+$367K	﹤0.01%	2010
2024 Q4	$438K	Buy	27,733 +245	+0.9%	+$4.14K	﹤0.01%	2351
2024 Q3	$490K	Buy	+27,488	New	+$530K	﹤0.01%	2128
2018 Q4	–	Sell	-15,686	Closed	-$504K	–	2059
2018 Q3	$504K	Sell	15,686 -19,442	-55%	-$645K	﹤0.01%	1071
2018 Q2	$1.08M	Buy	+35,128	New	+$1.02M	﹤0.01%	709

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's OEC Position: Q2 2026 in Review

Creative Planning increased its Orion (OEC) stake by 200% in Q2 2026, buying an estimated $754K and bringing the position to 157,111 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Creative Planning first reported a position in OEC in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2018. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Creative Planning held 157,111 shares of Orion worth $1.04M as of Q2 2026.
Creative Planning bought 104,798 Orion shares in Q2 2026, an estimated $754K.
Orion made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2605 holding.
Creative Planning first reported a position in Orion in Q2 2018 and has held it in 10 quarters since.
Creative Planning's Orion position peaked at $1.08M in Q2 2018.
188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.