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Glenmede Trust’s Orion OEC Stock Holding History

Glenmede Trust’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 		$101K Sell
15,274
-1,420
-9% -$10.2K ﹤0.01% 1395
2026
Q1 		$109K Buy
16,694
+5,418
+48% +$32.1K ﹤0.01% 1380
2025
Q4 		$59.5K Buy
+11,276
New +$61.2K ﹤0.01% 1377

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

Glenmede Trust's OEC Position: Q2 2026 in Review

Glenmede Trust reduced its Orion (OEC) stake by 8.5% in Q2 2026, selling an estimated $10.2K and leaving 15,274 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Glenmede Trust first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q1 2026. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Glenmede Trust held 15,274 shares of Orion worth $101K as of Q2 2026.
  • Glenmede Trust sold 1,420 Orion shares in Q2 2026, an estimated $10.2K.
  • Orion made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1395 holding.
  • Glenmede Trust first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • Glenmede Trust's Orion position peaked at $109K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.