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Integrated Wealth Concepts’s Orion OEC Stock Holding History

Integrated Wealth Concepts’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 		$64K Buy
+9,649
New +$69.4K ﹤0.01% 3167

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

Integrated Wealth Concepts's OEC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Orion (OEC) in Q2 2026: 9,649 shares worth $64K. The stake represents ﹤0.01% of the portfolio and ranks #3167 among its holdings.

188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Integrated Wealth Concepts held 9,649 shares of Orion worth $64K as of Q2 2026.
  • Orion was a new Integrated Wealth Concepts position in Q2 2026.
  • Orion made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3167 holding.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.