Focus Partners Wealth
OEC icon

Focus Partners Wealth’s Orion OEC Stock Holding History

Focus Partners Wealth’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 		$116K Buy
17,564
+5,699
+48% +$41K ﹤0.01% 2602
2026
Q1 		$77.1K Buy
+11,865
New +$70.2K ﹤0.01% 2542

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

Focus Partners Wealth's OEC Position: Q2 2026 in Review

Focus Partners Wealth increased its Orion (OEC) stake by 48% in Q2 2026, buying an estimated $41K and bringing the position to 17,564 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Focus Partners Wealth first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Focus Partners Wealth held 17,564 shares of Orion worth $116K as of Q2 2026.
  • Focus Partners Wealth bought 5,699 Orion shares in Q2 2026, an estimated $41K.
  • Orion made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2602 holding.
  • Focus Partners Wealth first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.