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Lloyd Advisory Services’s Owens Corning OC Stock Holding History

Lloyd Advisory Services’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33
Closed -$3.57K – 882
2026
Q1 		$3.57K Buy
+33
New +$3.93K ﹤0.01% 609
2023
Q4 		– Sell
-4,853
Closed -$662K – 273
2023
Q3 		$662K Buy
+4,853
New +$667K 0.22% 109

Other funds holding OC

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Lloyd Advisory Services's OC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Owens Corning (OC) in Q2 2026, closing a stake of 33 shares — an estimated $3.57K sold.

Lloyd Advisory Services first reported a position in OC in Q3 2023 and held it in 2 quarters. The position peaked at $662K in Q3 2023. 692 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Owens Corning position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 33 Owens Corning shares in Q2 2026, an estimated $3.57K.
  • Lloyd Advisory Services first reported a position in Owens Corning in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's Owens Corning position peaked at $662K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.