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Freestone Grove Partners’s Orion OEC Stock Holding History

Freestone Grove 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
2025
Q2 		– Sell
-16,886
Closed -$218K – 805
2025
Q1 		$218K Buy
16,886
+3,541
+27% +$50.1K ﹤0.01% 527
2024
Q4 		$211K Buy
+13,345
New +$225K ﹤0.01% 528

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Freestone Grove Partners's OEC Position: Q2 2025 in Review

Freestone Grove Partners sold out of Orion (OEC) in Q2 2025, closing a stake of 16,886 shares — an estimated $218K sold.

Freestone Grove Partners first reported a position in OEC in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

  • Freestone Grove Partners reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 16,886 Orion shares in Q2 2025, an estimated $218K.
  • Freestone Grove Partners first reported a position in Orion in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Orion position peaked at $218K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.