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GW&K Investment Management’s Orion OEC Stock Holding History

GW&K Investment Management’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
-95,003
Closed -$997K – 1004
2025
Q2 		$997K Sell
95,003
-2,770
-3% -$31.3K 0.01% 322
2025
Q1 		$1.26M Sell
97,773
-1,813
-2% -$25.6K 0.01% 323
2024
Q4 		$1.57M Sell
99,586
-85,730
-46% -$1.45M 0.01% 321
2024
Q3 		$3.3M Sell
185,316
-5,380
-3% -$104K 0.03% 288
2024
Q2 		$4.18M Sell
190,696
-8,695
-4% -$209K 0.04% 281
2024
Q1 		$4.69M Sell
199,391
-7,260
-4% -$168K 0.04% 276
2023
Q4 		$5.73M Sell
206,651
-8,015
-4% -$184K 0.05% 262
2023
Q3 		$4.57M Sell
214,666
-5,450
-2% -$119K 0.05% 273
2023
Q2 		$4.67M Sell
220,116
-5,535
-2% -$133K 0.04% 276
2023
Q1 		$5.89M Sell
225,651
-2,655
-1% -$60K 0.06% 259
2022
Q4 		$4.07M Sell
228,306
-2,265
-1% -$38.1K 0.04% 274
2022
Q3 		$3.08M Sell
230,571
-24,885
-10% -$404K 0.03% 277
2022
Q2 		$3.97M Sell
255,456
-8,445
-3% -$141K 0.04% 252
2022
Q1 		$4.21M Sell
263,901
-9,240
-3% -$159K 0.04% 269
2021
Q4 		$5.01M Sell
273,141
-13,760
-5% -$256K 0.04% 262
2021
Q3 		$5.23M Sell
286,901
-53,010
-16% -$949K 0.05% 260
2021
Q2 		$6.46M Buy
339,911
+52,527
+18% +$1.04M 0.06% 254
2021
Q1 		$5.67M Buy
287,384
+68,580
+31% +$1.23M 0.05% 256
2020
Q4 		$3.75M Buy
+218,804
New +$3.34M 0.04% 297

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GW&K Investment Management's OEC Position: Q3 2025 in Review

GW&K Investment Management sold out of Orion (OEC) in Q3 2025, closing a stake of 95,003 shares — an estimated $997K sold.

GW&K Investment Management first reported a position in OEC in Q4 2020 and held it in 19 quarters. The position peaked at $6.46M in Q2 2021. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • GW&K Investment Management reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • GW&K Investment Management sold 95,003 Orion shares in Q3 2025, an estimated $997K.
  • GW&K Investment Management first reported a position in Orion in Q4 2020 and held it in 19 quarters.
  • GW&K Investment Management's Orion position peaked at $6.46M in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on GW&K Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.