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Kimelman & Baird’s Orion OEC Stock Holding History

Kimelman & Baird’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 		$3.25K Sell
500
-2,000
-80% -$11.8K ﹤0.01% 227
2025
Q4 		$13.2K Hold
2,500
– – ﹤0.01% 213
2025
Q3 		$18.9K Sell
2,500
-2,000
-44% -$20.2K ﹤0.01% 226
2025
Q2 		$47.2K Hold
4,500
– – ﹤0.01% 187
2025
Q1 		$58.2K Hold
4,500
– – ﹤0.01% 172
2024
Q4 		$71.1K Sell
4,500
-12,785
-74% -$216K 0.01% 167
2024
Q3 		$308K Sell
17,285
-11,850
-41% -$228K 0.02% 113
2024
Q2 		$639K Buy
+29,135
New +$701K 0.05% 87

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

Kimelman & Baird's OEC Position: Q1 2026 in Review

Kimelman & Baird reduced its Orion (OEC) stake by 80% in Q1 2026, selling an estimated $11.8K and leaving 500 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Kimelman & Baird first reported a position in OEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $639K in Q2 2024. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Kimelman & Baird held 500 shares of Orion worth $3.25K as of Q1 2026.
  • Kimelman & Baird sold 2,000 Orion shares in Q1 2026, an estimated $11.8K.
  • Orion made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #227 holding.
  • Kimelman & Baird first reported a position in Orion in Q2 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Orion position peaked at $639K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.