Creative Planning
OEC icon

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
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return