FFO
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Fortitude Family Office’s Orion OEC Stock Holding History

Fortitude Family Office’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 		$1.31K Buy
+197
New +$1.42K ﹤0.01% 1650
2024
Q3 		– Sell
-196
Closed -$4.3K – 1255
2024
Q2 		$4.3K Hold
196
– – ﹤0.01% 651
2024
Q1 		$4.61K Hold
196
– – ﹤0.01% 644
2023
Q4 		$5.43K Buy
+196
New +$4.5K ﹤0.01% 578

Other funds holding OEC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Fortitude Family Office's OEC Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Orion (OEC) in Q2 2026: 197 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in OEC as recently as Q2 2024.

Fortitude Family Office first reported a position in OEC in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.43K in Q4 2023. 18 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Fortitude Family Office held 197 shares of Orion worth $1.31K as of Q2 2026.
  • Orion was a new Fortitude Family Office position in Q2 2026.
  • Orion made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1650 holding.
  • Fortitude Family Office first reported a position in Orion in Q4 2023 and has held it in 4 quarters since.
  • Fortitude Family Office's Orion position peaked at $5.43K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.