Grantham, Mayo, Van Otterloo & Co (GMO)’s Orion OEC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$89.1K	Hold	13,440	–	–	﹤0.01%	659
2026 Q1	$87.4K	Buy	+13,440	New	+$79.5K	﹤0.01%	622
2019 Q1	–	Sell	-20,600	Closed	-$521K	–	731
2018 Q4	$521K	Buy	+20,600	New	+$537K	﹤0.01%	433
2017 Q4	–	Sell	-52,200	Closed	-$1.17M	–	618
2017 Q3	$1.17M	Sell	52,200 -40,200	-44%	-$861K	0.01%	365
2017 Q2	$1.84M	Buy	92,400 +78,900	+584%	+$1.5M	0.01%	322
2017 Q1	$277K	Buy	+13,500	New	+$277K	﹤0.01%	447

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s OEC Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) held its Orion (OEC) position steady in Q2 2026 at 13,440 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in OEC in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.84M in Q2 2017. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 13,440 shares of Orion worth $89.1K as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) left its Orion share count unchanged in Q2 2026.
Orion made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #659 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Orion in Q1 2017 and has held it in 6 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Orion position peaked at $1.84M in Q2 2017.
188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.