Garde Capital’s Orion OEC Stock Holding History

Garde Capital’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 Q3	–	Sell	-5	Closed	-$53	–	626
2025 Q2	$53	Hold	5	–	–	﹤0.01%	828
2025 Q1	$65	Buy	+5	New	+$71	﹤0.01%	814

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garde Capital's OEC Position: Q3 2025 in Review

Garde Capital sold out of Orion (OEC) in Q3 2025, closing a stake of 5 shares — an estimated $53 sold.

Garde Capital first reported a position in OEC in Q1 2025 and held it in 2 quarters. The position peaked at $65 in Q1 2025. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

Garde Capital reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 Orion shares in Q3 2025, an estimated $53.
Garde Capital first reported a position in Orion in Q1 2025 and held it in 2 quarters.
Garde Capital's Orion position peaked at $65 in Q1 2025.
177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.