EWA
OEC icon

EverSource Wealth Advisors’s Orion OEC Stock Holding History

EverSource Wealth Advisors’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 		$20.1K Buy
3,039
+787
+35% +$5.66K ﹤0.01% 2424
2026
Q1 		$14.6K Buy
2,252
+1,080
+92% +$6.39K ﹤0.01% 2701
2025
Q4 		$6.19K Buy
1,172
+1,171
+117,100% +$6.35K ﹤0.01% 3031
2025
Q3 		$8 Sell
1
-556
-100% -$5.62K ﹤0.01% 4311
2025
Q2 		$5.84K Buy
557
+249
+81% +$2.82K ﹤0.01% 3093
2025
Q1 		$3.98K Buy
308
+283
+1,132% +$4K ﹤0.01% 2603
2024
Q4 		$395 Sell
25
-50
-67% -$845 ﹤0.01% 3268
2024
Q3 		$1.34K Buy
75
+47
+168% +$906 ﹤0.01% 2652
2024
Q2 		$689 Buy
28
+4
+17% +$96 ﹤0.01% 2812
2024
Q1 		$568 Buy
+24
New +$555 ﹤0.01% 2684

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EverSource Wealth Advisors's OEC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Orion (OEC) stake by 35% in Q2 2026, buying an estimated $5.66K and bringing the position to 3,039 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

EverSource Wealth Advisors first reported a position in OEC in Q1 2024 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • EverSource Wealth Advisors held 3,039 shares of Orion worth $20.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 787 Orion shares in Q2 2026, an estimated $5.66K.
  • Orion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2424 holding.
  • EverSource Wealth Advisors first reported a position in Orion in Q1 2024 and has held it in 10 quarters since.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.