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OEC icon

Inspire Investing’s Orion OEC Stock Holding History

Inspire Investing’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 		$527K Sell
81,117
-9,246
-10% -$54.7K 0.03% 468
2025
Q4 		$477K Buy
90,363
+29,468
+48% +$160K 0.04% 335
2025
Q3 		$462K Buy
60,895
+24,464
+67% +$247K 0.04% 353
2025
Q2 		$382K Buy
36,431
+9,847
+37% +$111K 0.04% 716
2025
Q1 		$344K Buy
26,584
+1,233
+5% +$17.4K 0.04% 551
2024
Q4 		$400K Buy
25,351
+2,138
+9% +$36.1K 0.04% 613
2024
Q3 		$413K Buy
23,213
+7,173
+45% +$138K 0.04% 478
2024
Q2 		$352K Buy
16,040
+738
+5% +$17.8K 0.04% 558
2024
Q1 		$360K Sell
15,302
-12,841
-46% -$297K 0.04% 490
2023
Q4 		$780K Buy
28,143
+13,688
+95% +$314K 0.09% 252
2023
Q3 		$308K Buy
+14,455
New +$315K 0.04% 507

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's OEC Position: Q1 2026 in Review

Inspire Investing reduced its Orion (OEC) stake by 10% in Q1 2026, selling an estimated $54.7K and leaving 81,117 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #468.

Inspire Investing first reported a position in OEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $780K in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Inspire Investing held 81,117 shares of Orion worth $527K as of Q1 2026.
  • Inspire Investing sold 9,246 Orion shares in Q1 2026, an estimated $54.7K.
  • Orion made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #468 holding.
  • Inspire Investing first reported a position in Orion in Q3 2023 and has held it in 11 quarters since.
  • Inspire Investing's Orion position peaked at $780K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.