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Essential Partners’s Orion OEC Stock Holding History

Essential Partners’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 		$4.79K Buy
723
+280
+63% +$2.01K ﹤0.01% 1561
2026
Q1 		$2.88K Sell
443
-82
-16% -$485 ﹤0.01% 1839
2025
Q4 		$2.77K Buy
+525
New +$2.85K ﹤0.01% 1687

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

Essential Partners's OEC Position: Q2 2026 in Review

Essential Partners increased its Orion (OEC) stake by 63% in Q2 2026, buying an estimated $2.01K and bringing the position to 723 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Essential Partners first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Essential Partners held 723 shares of Orion worth $4.79K as of Q2 2026.
  • Essential Partners bought 280 Orion shares in Q2 2026, an estimated $2.01K.
  • Orion made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1561 holding.
  • Essential Partners first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.