Envestnet Asset Management
OEC icon

Envestnet Asset Management’s Orion OEC Stock Holding History

Envestnet Asset Management’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 		$127K Buy
19,153
+8,161
+74% +$58.7K ﹤0.01% 4717
2026
Q1 		$71.4K Buy
+10,992
New +$65K ﹤0.01% 4647
2025
Q3 		– Sell
-52,634
Closed -$552K – 4624
2025
Q2 		$552K Buy
52,634
+4,742
+10% +$53.6K ﹤0.01% 3626
2025
Q1 		$619K Sell
47,892
-29,985
-39% -$424K ﹤0.01% 3491
2024
Q4 		$1.23M Sell
77,877
-1,698
-2% -$28.7K ﹤0.01% 3022
2024
Q3 		$1.42M Buy
79,575
+4,703
+6% +$90.6K ﹤0.01% 2897
2024
Q2 		$1.64M Sell
74,872
-401
-0.5% -$9.65K ﹤0.01% 2714
2024
Q1 		$1.77M Buy
75,273
+193
+0.3% +$4.46K ﹤0.01% 2652
2023
Q4 		$2.08M Buy
75,080
+12,690
+20% +$291K ﹤0.01% 2446
2023
Q3 		$1.33M Sell
62,390
-2,816
-4% -$61.5K ﹤0.01% 2608
2023
Q2 		$1.38M Buy
65,206
+3,598
+6% +$86.7K ﹤0.01% 2517
2023
Q1 		$1.61M Buy
61,608
+44,634
+263% +$1.01M ﹤0.01% 2340
2022
Q4 		$302K Buy
16,974
+5,604
+49% +$94.2K ﹤0.01% 3424
2022
Q3 		$152K Buy
11,370
+490
+5% +$7.96K ﹤0.01% 3652
2022
Q2 		$169K Sell
10,880
-1,023
-9% -$17.1K ﹤0.01% 3657
2022
Q1 		$190K Buy
11,903
+620
+5% +$10.7K ﹤0.01% 3702
2021
Q4 		$207K Buy
+11,283
New +$210K ﹤0.01% 3644
2018
Q3 		– Sell
-4,555
Closed -$141K – 2164
2018
Q2 		$141K Buy
4,555
+956
+27% +$27.8K ﹤0.01% 1841
2018
Q1 		$98K Buy
3,599
+2,600
+260% +$72.6K ﹤0.01% 1919
2017
Q4 		$26K Buy
999
+340
+52% +$8.04K ﹤0.01% 2474
2017
Q3 		$15K Sell
659
-150
-19% -$3.21K ﹤0.01% 2534
2017
Q2 		$17K Hold
809
– – ﹤0.01% 2632
2017
Q1 		$17K Buy
809
+1
+0.1% +$21 ﹤0.01% 2701
2016
Q4 		$15K Buy
+808
New +$15.4K ﹤0.01% 2713
2015
Q3 		– Sell
-16,700
Closed -$308K – 3063
2015
Q2 		$308K Buy
+16,700
New +$328K ﹤0.01% 1938

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

Envestnet Asset Management's OEC Position: Q2 2026 in Review

Envestnet Asset Management increased its Orion (OEC) stake by 74% in Q2 2026, buying an estimated $58.7K and bringing the position to 19,153 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Envestnet Asset Management first reported a position in OEC in Q2 2015 and has held it in 25 quarters since. The position peaked at $2.08M in Q4 2023. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Envestnet Asset Management held 19,153 shares of Orion worth $127K as of Q2 2026.
  • Envestnet Asset Management bought 8,161 Orion shares in Q2 2026, an estimated $58.7K.
  • Orion made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4717 holding.
  • Envestnet Asset Management first reported a position in Orion in Q2 2015 and has held it in 25 quarters since.
  • Envestnet Asset Management's Orion position peaked at $2.08M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.