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 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 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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenmede Trust's OEC Position: Q1 2026 in Review

Glenmede Trust increased its Orion (OEC) stake by 48% in Q1 2026, buying an estimated $32.1K and bringing the position to 16,694 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Glenmede Trust first reported a position in OEC in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

Glenmede Trust held 16,694 shares of Orion worth $109K as of Q1 2026.
Glenmede Trust bought 5,418 Orion shares in Q1 2026, an estimated $32.1K.
Orion made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1380 holding.
Glenmede Trust first reported a position in Orion in Q4 2025 and has held it in 2 quarters since.
180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.